INVESTMENT PRODUCTS
NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE
Copyright © 2005
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Trust Services
Our trust management services are a core component of the group and one of the first specialties developed long before the private bank was established. Our staff is highly experienced in complex trust and estate administration. As a trustee, Broadway carries the full responsibility for managing someone else’s money and spending that money on behalf of the ultimate owners or beneficiaries during the existence of the trust. |
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• We have nine Wealth Advisors and Trust Officers including four attorneys, two Certified Trust Financial Advisors, one Certified Financial Planner, two licensed in securities, and one former OCC trust examiner. Our total staff includes 34 professionals.
• Extremely low personnel turnover with an average of over 20 years of experience across the staff of 34 people
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Areas of Specialty:
• Implementation of established wealth transfer plans to include the set up of trusts, proper funding of trusts and appropriate ongoing administration of the trust activity.
• Trusts established during lifetime to provide assurances in the event of incapacity
• Trusts during lifetime to facilitate professional investment management
• Generation skipping trusts to shift wealth to future generations, save taxes, and establish a family legacy.
• Private Foundations and other charitable planning to establish a philanthropic legacy in the community
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The Private Bank at Broadway offers a full complement of services tailored to the needs of our clients.
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Local integrated team
Dedicated relationship managers
Wealth advisory services
Customized lending solutions
Active portfolio management
Full-service brokerage services
Trust and estate planning services
Real Estate and Mineral Management
Estate Settlement Services
Timing is everything!
Click to see chart
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Private Client Services (210) 283-4000
Wealth Management
(210) 283-6700 |
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