Our professionals have extensive expertise with retirement, IRA and charitable gifting, business succession planning, family limited partnerships, estate planning and tax strategies.
The Glenview Trust Company offers high net worth clients the following wide ranging 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
- Banking liaison services
Financial and Estate Planning Services (cooperatively with your attorney and CPA)
- Financial and retirement planning
- IRA planning and management
- Estate planning
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 all trust types: living, testamentary and irrevocable for individuals and charitable organizations, as well as guardianships for minors and adults
- Estate settlement services by experienced legal professionals
- When desired, Wills retained securely