The Glenview Trust Company is an independent, locally managed and employee owned wealth management firm. Because of this we offer customized solutions and services to help solve our client’s financial needs.
We singularly focus on our clients needs and provide unbiased thoughtful solutions utilizing the appropriate product or service customized to those needs. Most of the time solutions can be provided within Glenview Trust, but we also draw upon outside sources whenever this approach is in the client’s best interest. We are long-term partners with our clients, earning their trust year-after-year. We are not in the business of selling products. Examples of our services are as follows:
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Financial Planning
- Retirement Planning
- Tax Planning
- Education Funding Planning
- Asset Allocation Analysis
- Risk Management
- Business Succession Planning
- Stock Option Analysis
- Insurance Review
- Disability Planning
Estate Planning
- Gift Planning
- Trust Planning
- Wealth Transfer & Replacement Strategies
- Charitable Gift Planning
- Family Limited Partnerships
- Tax Minimization Strategies
Administration
- Coordination with tax and legal advisors
- Administer provisions of Will or Trust
- Estate or Trust bill payment
- Asset sale, acquisition and transfer
- Document retention
- IRA Administration
- Financial Reporting
- Tax Reporting and Oversight
- Charitable Giving facilitation
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Concierge Services
- Coordination of long-term care needs
- Assistance with eldercare management
- Caregiver referrals
- Banking Liaison
- Travel Arrangements
Family Office
- Specialized Reporting
- Account Aggregation
- Bill Payment Services
- Employee coordination and payroll
- Document retention
- Family Stewardship
- Real and personal property oversight
- Real Estate –appraisals, sales and rentals coordination
- Real Estate –cleaning, repair and maintenance coordination
Investment
- Objective Setting
- Portfolio Construction
- Continuous Portfolio Monitoring
- Portfolio Rebalancing
- Performance Measurement
- Frequent and Ongoing Reviews
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