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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Investment products and services are:
 

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


Please Note: Investment products and services carry investment risks, including the potential loss of the principal amount invested. They are not FDIC Insured, bank guaranteed, or insured by any federal government agency.

Important: Chain Bridge Bank, N.A. does not provide tax, legal, or accounting advice. The information provided here should not serve as, nor be relied upon for, tax, legal, or accounting advice. We strongly recommend consulting your own tax, legal, and accounting advisors before engaging in any financial transaction.












Contact Us Today


Senior Vice President


Trust & Wealth
Department Manager
 
703-748-7395

Vice President
 
  
Trust & Wealth
 Operations Manager 
 
703-748-3438

Vice President

 
Trust & Wealth
 Trust Officer
 
703-748-7388



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