Trust Services

By having The PrivateBank as your corporate trustee, you will have peace of mind knowing that a corporate fiduciary will act in an impartial and objective manner to administer your trust in accordance with the terms of the trust document and all appropriate regulations. As a corporate trustee, we provide personalized service to the beneficiaries of the trust while insuring that the intent of the grantor is carried out. Each trust has a dedicated trust officer and portfolio manager assigned to the relationship. Our trust officers have experience administering complex trusts and our investment team provides professional investment management services that are consistent with fiduciary standards. As part of our trust administration services, we offer fiduciary investment of trust assets, tax preparation services, principal and income accounting and bill pay services. We also work with outside professional advisors in specialized practice areas, including wealth planning strategies, estate planning attorneys and accountants.

Personal Investments

Whether you are still accumulating wealth, investing for retirement, planning for future generations or have other goals, The PrivateBank can structure an investment program tailored to your objectives. Our open-architecture approach to investment management is designed to optimize performance through multi-asset class, multi-style and multi-manager diversification and balances expected return, risk, tax sensitivity and cost.

Custody & Escrow Services

We offer a full range of custody services, serve as Escrow Agent for business transactions and legal settlements, and act as Qualified Intermediary for tax-deferred real estate transactions. Clients receive a high level of personal attention, on-line reporting is available, and cash is kept invested at attractive rates. 

NOT FDIC INSURED | May Lose Value | No Bank Guarantee
For more information, talk to your Private Wealth advisor.