The Glenview Trust Company – Estate Planning, financial planning, trust administration and highly diversified investment stategies

What You Can Expect

The Glenview Trust Company offers high net worth clients the following wide range of services, resources, processes and products.

Relationship Management

Highly experienced investment and trust professionals who have a very limited number of clients
Very high client communication standards
Family wealth management and family office services
Customized reporting options
Banking liaison

Financial and Estate Planning Services (cooperatively with your attorney and CPA)

Investment Management Services

Tax-sensitive portfolio management primarily using individual fixed income and equity securities
When appropriate, investments in carefully selected mutual funds to achieve our recommended broad-based diversification
And where circumstances dictate, non-traditional investment opportunities in private equity, hedge funds and real estate transactions

Trust and Administrative and Estate Settlement Services

Trustee services for living, testamentary and irrevocable trusts for individual and charitable organizations, as well as guardianships for minors and adults
Estate settlement services by experienced legal professionals
When desired, Wills retained on file