Welcome to Chain Bridge Bank, N.A.
Trust & Wealth Services
Fiduciary and Wealth Management Services
Chain Bridge Bank, N.A. provides fiduciary administration, wealth management, and custody services for individuals, families, trusts, estates, nonprofit organizations, and institutions. Services are offered under the Bank’s national charter and fiduciary powers granted by the Office of the Comptroller of the Currency.
Our Fiduciary Framework
Our Trust & Wealth services emphasize documented administration, oversight, and record keeping. We act under written agreements, governing documents, and applicable law, and we coordinate with clients’ chosen legal, tax, and accounting advisors.
Our Trust & Wealth Services platform is designed to support long-term trust administration, investment services, and asset custody within a regulated national bank framework, with an emphasis on continuity, documentation, and fiduciary discipline.
Fiduciary Services
Chain Bridge Bank, N.A. is authorized to exercise fiduciary powers under 12 U.S.C. § 92a and 12 C.F.R. Part 9. Where appointed, the Bank may serve as:
- Trustee or co-trustee
- Successor trustee
- Executor or administrator of estates
- Agent for trustee
- Directed trustee
- Custodian for fiduciary and retirement accounts
Fiduciary services are administered in accordance with governing documents and applicable federal and state law. Additional detail is available on our Trustee and Fiduciary Services page.
Trust Administration
Trust administration services focus on the operational and fiduciary administration of trust accounts, including:
- Fiduciary accounting and record keeping
- Administration of distributions as directed by governing documents
- Coordination with beneficiaries and external advisors
- Compliance with trust terms and fiduciary obligations
These services are designed to promote continuity, clarity, and orderly administration over the life of the trust, particularly for long-term or multi-generational structures
Wealth Management & Investment Services
Where engaged under a written agreement, Chain Bridge Bank, N.A. provides discretionary or non-discretionary investment management services within a fiduciary framework. Investment management is aligned with objectives and constraints established in governing documents or client agreements.
Our approach emphasizes disciplined portfolio construction, prudent risk management, and ongoing oversight consistent with fiduciary standards. Learn more about our Wealth Management Services.
Custody Services
Chain Bridge Bank, N.A. offers custody services for traditional and non-traditional assets, including certain assets that may be difficult to custody through brokerage platforms. Custody services may be provided independently or in conjunction with fiduciary administration.
Custody services include:
- Secure asset holding
- Fiduciary accounting and reporting
- Custody of alternative and hard-to-value assets, subject to acceptance review
Scope and Engagement
Trust & Wealth services are provided pursuant to written agreements and formal fiduciary appointments. Service scope may vary based on account structure, jurisdiction, asset type, and governing documents.
