Protect Your Legacy
Lean on our Trust Services professionals to help your family understand the ins and outs of business transitions and legacy interests. We work with individuals’ estate planning attorneys to help maximize benefits for beneficiaries and craft a trust plan that is customized completely to the needs of your family.
Services:
- Successor Trustee / Co-trustee
- Agent for Trustee
- Trust Accounting & Reporting
- Executor
- Corporate Trustee Services
- Administrator
- Custodian
- Guardian for Estate
- Trustee
- Escrow Agent
Objectivity, Expertise, Confidentiality
Our team has the knowledge and resources to handle all aspects of your trust. We take a personal interest in your specific needs, customizing account provisions to best fit your goals and lessening the burden of financial management, so you can focus on today while we help you plan for tomorrow.
Let us help you secure your future. We are here to serve your family’s needs and the unique situation of your business.
Private Banking
Experience Private Banking Like No Other.
Primera's personal relationship bankers are with you every step of the way, helping you tailor a plan to reach your financial goals and identify opportunities for growth, ensuring your hard work today leads to success for a lifetime of tomorrows.