Trust Services
City Securities Corporation, through independent trust company relationships, offers various options in the area of trust services. We can help you determine whether a corporate trustee is appropriate for your situation and, if so, provide you with services necessary to maintain unsurpassed investment fiduciary flexibility. Corporate trustee services are typically enlisted to accomplish one or all of the following objectives:
- To reduce the management burden on individuals
- To provide bill payment services
- To provide a mechanism for financial decision making in the event of incapacity
- To provide consistent, unbiased decision making within trusts for the benefit of heirs
- To provide various bloodline, creditor, and spendthrift protections
City Securities Corporation can provide a wealth of experience and a valuable perspective in assisting clients with various trust and trustee decisions.