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Trust & Asset Management

The professionals in First Partners Bank’s Trust & Asset Management Division are highly experienced at working with the needs of high-net-worth individuals. Whether a client needs wealth management, trust administration, estate services or help in building a retirement plan, First Partners Bank is a trusted partner. Our years of experience have taught us that our skills and knowledge are only as valuable as the relationships in which we put these to practice. We will work with you, your attorney, accountant and any personal advisor whose input you wish to include in order to ensure that we achieve the goals you have established for your trust. With a focus on long-term partnerships, we will work with you at every stage, from making important decisions about trust planning and asset management to carrying out your legacy.

Our team is knowledgeable and bring many years of experience in the following areas:

  • Personal Trust
  • Estate Administration/Probate
  • Estate Planning
  • Life Insurance Trust
  • Special Needs Trust
  • Charitable Trust
  • Foundations & Endowments
  • Retirement Planning
  • Individual Retirement Accounts (IRA)
  • Guardianships and Conservatorships
Securities and insurance products offered are not bank deposits, have no bank guarantee, are not FDIC insured and may involve loss of principal. Securities will fluctuate in value and are subject to investment risks including possible loss of principal.