Estate Administration

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Chain Bridge Bank, N.A. is the steady pair of hands to help administer an estate.  Whether through a will or a trust, it can inventory the estate, collect the assets, ensure that the client's affairs are properly completed, and distribute the assets.  A family and its heirs can have dedicated professionals keeping them informed as the process takes place, who they can rely on to answer pressing and complex questions.​​

Click here to view the service charge schedule.
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Fiduciary Role

Chain Bridge Bank, N.A. has full fiduciary powers from the Office of the Comptroller of the Currency and is committed to putting the client first and foremost in all trust and wealth services provided.

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Custody

​National bank fiduciary custody is the gold standard for the safekeeping of financial assets. Broker-dealers that offer free custody often have the right to use client funds, which poses risk in the event of a broker-dealer meltdown. Chain Bridge Bank, N.A, provides segregated custody for all Trust and Wealth Department client assets.

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Wealth App (coming soon)

This Trust & Wealth desktop and mobile app aggregates financial and non-financial assets, including those held at other institutions. The platform provides clients with a continuous view into their net worth and asset valuations.







Investment products and services are:
 

Not a Deposit  ●  Not FDIC Insured  ●  May Lose Value  ●  Not Bank Guaranteed  ●  Not Insured by any Federal Government Agency

Chain Bridge Bank, N.A. offers investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Investment products, including but not limited to, stocks, bonds, mutual funds, and exchange traded funds are: not FDIC-insured; not a deposit or other obligation of, or guaranteed by, Chain Bridge Bank, N.A.; not guaranteed by any Government agency; and subject to investment risks, including possible loss of the principal amount invested.
Chain Bridge Bank, N.A. and employees do not provide tax, legal or accounting advice. Information presented on these web pages is not intended to provide, and should not be relied on for tax, legal and accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transaction.












Contact Us Today


Gregory Smolen
Vice President

  

Trust & Wealth

Department Manager
 
703-748-7395

Richard Dunbar
Assistant Vice President
 
  
Trust & Wealth
 
Operations Manager 
 
703-748-3438

Michelle Martinez
Vice President

 
 
 Trust & Wealth
 
Trust Officer
 
703-748-7388



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