Trustee Services

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A trust needs a knowledgeable, dedicated trustee to properly execute the fiduciary duties required of it. Chain Bridge Bank, N.A. is the ideal partner for this role. With national bank fiduciary powers granted by the Office of the Comptroller of the Currency, Chain Bridge can perform the full range of responsibilities of a trustee, including investments, disbursements, accounting, and administration. Its trust officers have extensive experience in these roles and understand what is required to serve as the intermediary between the trust grantor and its beneficiaries.  Chain Bridge Bank, N.A. is the choice for those who want a professional trustee, co-trustee or successor trustee.

Click here to view the service charge schedule.

Service charge schedules for Directed Trusts, Special Needs Trusts, and Conservatorships are available upon request.

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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 significant 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 Access

This Trust & Wealth desktop and mobile app aggregates financial and non-financial assets, including those held at other institutions. The Wealth Access 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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