Trust & Fiduciary Services
We administer personal and multi-generational trusts that enable you to:
- Plan for your future and protect your family
- Support the causes you care about
- Protect your assets from excessive taxation and unexpected risks
- Preserve your legacy
Estates
Our team has vast experience clearly articulating our client’s financial wishes. This in-depth knowledge of the tactics and products available enables our team—your team—to create plans that suit the needs of you and your family.
Working with you—along with a deeply experienced team of estate planners and tax advisors—we can help with:
- Estate plans and settlements
- Tax-sensitive wealth transfer strategies
- Guardianship and conservatorship services
- Agent for Executor
Real Estate Management
Our Real Estate team manages commercial, residential, timber, agricultural and industrial properties for individual, trust, agency and estate accounts. The team consists of highly trained and licensed professionals with many years of experience managing all types of real estate properties. We are ready to help you:
- Analyze, negotiate, prepare and execute leases
- Maintain appropriate insurance coverage to both manage and limit risks
Mineral Management
Our Mineral Management team has a wealth of knowledge in managing the complexities that come from owning oil, gas and other types of mineral properties. The team consists of highly trained and licensed professionals with many years of experience working within oil company land departments, real estate companies, and bank trust departments. We are ready to help you:
- Identify and catalog all mineral assets
- Track production on a well, lease, unit, and/or field basis
- Monitor pricing fluctuations
- Invest royalty proceeds in accordance with your objectives
- Negotiate new oil and gas leases
- Review and execute division orders, when appropriate
Equal Housing Lender. All loans and accounts subject to credit approval. Terms and conditions apply.