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.
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.
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.
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.