A personal trust is a trust an individual creates, formally naming him/herself as the beneficiary. Personal trusts are separate legal entities that have the authority to buy, sell, hold, and manage property for the benefit of their trustors. At Cattle Bank & Trust, we set up trusts based on the specific needs of our clients.
These include:
Additional Services:
Please note: Investments are not FDIC insured, may lose value, not financial institution guaranteed, not a deposit, and not insured by any federal government agency.
Corporate Trust covers the business activities of banks that act in a fiduciary capacity for investors in a particular security.
Our Corporate Trust services include:
Please note: Investments are not FDIC insured, may lose value, not financial institution guaranteed, not a deposit, and not insured by any federal government agency.
Wealth management is an active cycle between the financial advisor and the client. To keep growth and productivity moving forward, every investment continually goes through four stages: Relationship Management, Asset Allocation, Portfolio Management, and Client Review.
Cattle Wealth Solutions personalizes its wealth management services with:
Please note: Investments are not FDIC insured, may lose value, not financial institution guaranteed, not a deposit, and not insured by any federal government agency.
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