Comprehensive, complete, stable and continual. Our services are customized to be personal to you and the needs of your family. You should feel secure knowing that your investment and trust assets will be managed prudently by professionals who put your interests first.
Trust services are provided through Old Mission Trust Company and can be an integral part of your total wealth plan.
At Old Mission Trust, we understand that acting on behalf of our clients and their families is a tremendous responsibility. For many years, we have been a trusted advisor to our clients. When needed, we now have the capacity to act as trustee for our clients and their families. We understand the complexity and responsibility that comes with your wealth. Trusts play an important role in keeping your assets private.
We have the ability to review your existing estate plan in conjunction with your goals and objectives. A smooth transition from one generation to the next requires careful estate and investment planning in efforts to minimize taxes to beneficiaries and your estate. We also take external conditions into consideration, such as present and expected future tax rates, beneficiary considerations, and regulatory changes that may impact your intentions for wealth transfer.
Retaining Old Mission Trust Company is an effective way to ensure that your trust and estate is settled and distributed in accordance with your wishes. At all points during our relationship, we seek to minimize the administrative burden on your family, while maintaining family balance when significant decisions need to be made.
Related Library Link: Appointing Old Mission Trust Company in your Legal Documents.