Trust & Wealth 1

Chain Bridge Bank, N.A. offers comprehensive trustee, wealth management, and custody services, each tailored to meet the unique needs of clients.

With trustee services, Chain Bridge Bank, N.A. manages and administers various types of trusts on behalf of clients, overseeing investments, disbursements, record keeping, and ensuring compliance with all legal and regulatory requirements. Trusts can facilitate tax planning, generational wealth transfers, charitable giving, and care for beneficiaries with special needs.

The wealth management services at Chain Bridge Bank, N.A. are defined by a personalized approach to financial planning. A Certified Financial Planner™ professional will identify both short-term and long-term financial objectives, evaluate current financial status, and create strategies to achieve goals. Clients are provided with the necessary insights and tools to maintain their financial growth trajectory.

Chain Bridge Bank, N.A. also provides national bank custody services, which is the gold standard in asset safekeeping. Unlike broker-dealers, national banks are mandated to segregate client assets. This ensures an enhanced level of safety for the assets and offers clients who trust national banks with their wealth an extra sense of security.

Clients can count on Chain Bridge Bank, N.A. for a comprehensive and well-informed approach to preserving their wealth for the long term.

Trustee Services

Chain Bridge Bank, N.A. offers trustee services for managing and administering various types of trusts on behalf of clients. Trusts are legal arrangements that allow individuals or organizations to transfer assets and property to a trustee, who holds and manages them on behalf of designated beneficiaries. Trusts can be used for purposes such as tax planning, generational wealth transfers, charitable giving, and caring for a disabled beneficiary. The duties of managing a trust typically include overseeing investments, making disbursements, keeping records, and ensuring compliance with legal and regulatory requirements.

Wealth Management

Chain Bridge Bank, N.A. offers a tailored approach for pursuing financial goals. Its wealth management services establish a comprehensive, personalized roadmap for each client’s financial future. Its wealth management professionals assist in identifying short-term and long-term objectives, assessing current financial status, and developing a strategy to achieve the goals. A Certified Financial Planner™ guides clients with the tools and insights necessary to stay on track. Chain Bridge Bank, N.A. offers a holistic, well-informed strategy for financial growth.

Custody

Chain Bridge Bank, N.A. provides national bank custody to help clients hold and maintain assets. This type of custody has emerged as the gold standard for safekeeping because of the design mechanism of segregated custody. National banks must segregate their assets in custody, whereas broker-dealer do not face this requirement. This stark regulatory difference plays a pivotal role in enhancing the safety of the assets and provides an extra sense of security to the clients who trust national banks with their wealth.

Professionals

The trust and wealth professionals at Chain Bridge Bank, N.A. are experts in their fields who dedicated to their fiduciary responsibilities to clients. These professionals include two trust and estate attorneys, an investment manager who is also a Certified Financial Planner™, and a trust operations administrator. They all have experience managing financially and legally complex scenarios at large institutions. 

The Chain Bridge Bank, N.A. team merges their individual talents to deliver comprehensive, informed trust and wealth management services, creating a full-service experience that meets clients’ long term needs.


Explore our Trust & Wealth services




Gregory Smolen
Senior Vice President


Trust & Wealth
Department Manager
 
703-748-7395

Michelle Martinez
Vice President

 
Trust & Wealth
 Trust Officer
 
703-748-7388

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















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