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Trust Estate
Our commitment to your legacy
Choosing the right trustee and executor is a vital part of every estate plan and can help ensure your goals for preserving and transferring wealth are carried out as intended.
As one of the most experienced corporate fiduciaries in the United States, Silver Gate Bank Trust provides a range of tailored solutions to manage every aspect of your wealth and estate plan, including unique financial circumstances, legacy and charitable intentions, tax considerations, and family dynamics.
Trust and estate planning for today and tomorrow
Depending on your specific needs and goals, we can serve as either sole, successor, or co-trustee to provide comprehensive trust administration and discretionary or directed asset management, lessening the responsibilities on you and your loved ones.
We are able to serve as a trustee in all 50 states — including the favorable trust jurisdictions of Delaware, South Dakota, and Nevada, where you can potentially benefit from enhanced flexibility, privacy and confidentiality, asset protection provisions, tax efficiency, and perpetual trust planning to maintain your legacy across multiple generations.
Additionally, our Fiduciary Strategists can provide expertise and consultation on key planning considerations, including:
Estate plan review, development, and implementation
Various revocable and irrevocable trust structures
Federal and state income, estate, and gift taxes
Annual, lifetime, and charitable gifting
Titling of assets and beneficiary designations
Our fiduciary duty to act in your best interests
With local Silver Gate Bank Trust professionals backed by our national resources, we have the experience and solutions to help meet all your estate planning, wealth transfer, philanthropic, and specialty asset management needs.
By appointing us as your trustee, executor, or agent, you can have confidence knowing your assets and wishes will be handled objectively, continuously, and to the highest standards.
To learn more about how we can address your trust and estate goals and enhance the development and implementation of your plan, contact your advisor.
