Whether you are an individual investor, part of a family partnership, a business owner, retiree or a professional, your wealth is the basis of your future plans and the well-being of your loved ones.You are unique. We understand how important it is to carefully manage your assets. Glenview Trust is free from conflicts of interest inherent to larger financial institutions. As a state chartered trust company, we are singularly focused on your family’s specific needs – not marketing to institutions, extending loans or issuing credit cards. We are able to do what we do best – freeing you to pursue the finer things in life!
The Glenview Trust Company knows it takes a team approach to find the right financial strategy for you. First, we assemble the appropriate team of investment professionals, trust administrators, estate planners and financial planners to work with you. Accustomed to complex accounts and client needs, your team will gather all pertinent information regarding your objectives, special family circumstances, and priorities to design a plan personalized to accomplish your goals. Then, after any refinements are made we will work with you to implement the plan. Planned reporting and review meetings will ensure timely response to changing family circumstances, financial market conditions and new developments in estate, gift and income tax legislation.
The Glenview Trust Company is singularly focused on client satisfaction as the formula for your success and ours. To that end, only the most experienced and successful professionals are invited to become part of this organization. Each of our professionals manages a limited number of client relationships so he or she can stay focused and in touch with you. Establishing a long-term, inter-generational relationship with you and your family is of paramount importance. Our experienced professionals provide the company’s leadership and fulfill it’s vision. We believe the ultimate objective of investing is creating ‘spendable’ wealth, or ‘income.’ Questions typically include: How much income is needed? Who benefits from the income? And when will the income be needed? Our process is focused on answering these and other important questions.
Expertly prepared financial and estate plans provide some of the answers. Together with our professionals, clients determine how much they need for their lifestyle, their heirs, and other important goals. Then we tailor and implement an investment program designed to achieve those goals. We do all we can to insure that spouses, children, grandchildren and charities receive the ‘spendable’ wealth, not the U.S. government or other unintended beneficiaries.
Relying on The Glenview Trust Company to manage your financial affairs allows you more of life’s most precious commodity: time. Time to relax, time to focus on the things you enjoy most, time with family, friends, hobbies and other interests.