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Personal Services

Inside this section:

Investment Management
Trust Services
Estate Settlement Services

| Trust Services |

Investors with significant assets have needs that go well beyond portfolio management. You have made thoughtful plans during your lifetime concerning your estate, and now you want the peace of mind that comes from knowing you have an experienced partner to rely on.

As your appointed trustee, we dedicate ourselves to protecting your assets and insuring your intentions are carried out. A dedicated relationship management team, with the necessary degree of sensitivity, will recommend courses of action and make prompt decisions on behalf of you and your beneficiaries. Among other responsibilities, your team will:

  • Construct a portfolio of individual securities using our proven asset allocation strategies to achieve your goals and objectives
  • Communicate regularly with all necessary parties
  • Monitor and provide periodic reviews of both the trust portfolio and its administration
  • Prudently exercise discretion according to the terms of your trust
  • Address relevant tax matters
  • Actively address your needs as they arise

You may also choose to name Sabal Trust Company as your co-trustee. This arrangement allows you to delegate most administrative and investment management duties, yet remain as actively involved in the decision making as you would like.


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