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

Frequently Asked Questions

How large is Glenview Trust Company?

Currently, we have nearly 356 client relationships and over $2.4 billion in client assets under management.

What size account do I need to have to be a client of Glenview?

We require one million dollars of investment assets to be a Glenview Trust client. However, the assets may be divided among several accounts and owned by different family members.

What can I expect to pay?

Our trust and investment fee is an annual fee charged monthly. It is based upon market value of assets. The annual fee is 1% on the first $2,000,000; .75% on the next $3,000,000 and .50% on all assets over $5,000,000. We combine family member account totals when we determine the fee for the family accounts. Every family member will have the same fee based on the total of all the family’s accounts.

What kinds of investments are available?

In addition to traditional stock and bond portfolios, we also make available alternative investments such as real estate, hedge funds and private equity.

Do you handle IRA’s?

Yes, we have extensive experience handling all aspects of the investment and administration of individual retirement accounts (IRA’s).

What kinds of alternative investments are available?

We offer:

Diversified hedge funds
Single property private REITs
Diversified private equity
Options and collars

What kind of planning assistance is available?

We offer complete financial planning to all our clients, and we strongly encourage them to take advantage of this service. It is our experience that people often take more investment risk than necessary because they do not have a clear understanding of what they need to do to attain their financial goals. We also review estate plans and offer suggestions for wealth transfer.

Do you handle estates?

Yes, we have extensive experience in estate settlement. We will serve as executor for our existing clients. Our fee is based on the time required to do the estate work, rather than on a percentage of the value of the estate. Our $125 per hour flat fee is generally significantly less than the Kentucky statutory schedule of fees.

What kinds of trusts will Glenview Trust Serve?

We serve as trustee for all types of personal trusts.

Will you work with my other advisors?

We welcome the opportunity to work with our clients’ advisors. We can coordinate information to minimize billable time while maximizing the quality of the advice.

Why do people choose Glenview Trust?

Clients tell us that it is our personal touch and unparalleled range of services that compels them to select Glenview Trust. They appreciate our focus on individuals and families. In addition, they find our sophisticated investment strategies and our independent, unbiased approach to all services attractive and reassuring.

How is Glenview Trust regulated?

The Glenview Trust Company is highly regulated as a trust company with oversight by the Kentucky Department of Financial Institutions.