Gibraltar Private, utilizing its Federal Trust Powers, can serve as corporate fiduciary in a variety of circumstances. Gibraltar Private has established and proven its expertise in probate and guardianship matters. Your Private Wealth Advisor recognizes that protecting and transitioning your assets are integral component of your wealth plan and is able to pull the team of experts to review, advise and collaborate with your other advisors to deliver a plan and integrated solution that is sensitive to your needs.
Trust and Estate Planning
While you may have already established the vision for the allocation of your assets, creating the roadmap to get there is an ongoing process. more
As your assets grow and your wealth cycle evolves, a Gibraltar Private Wealth Advisor will provide you with keen oversight. Advice and ideas will be shared not only at the onset of your planning, but through the complete execution and administration of your financial legacy.
With deep experience in trust and estate planning, Gibraltar Private Wealth Advisors collaborate with your advisors to consider:
- Tax implications
- Legal complexities
- Asset growth and preservation
- Liquidity and cash needs
- Philanthropic and family gifting
- Business Succession Planning
Gibraltar Private Bank & Trust takes a hands-on, tailored approach to trust administration. more
Our team ensures trust assets are being managed efficiently and effectively, with the needs of the beneficiaries in mind.
- Experienced trust officers that can empathize and interact with current and remainder beneficiaries
- Trust distributions made in accordance with the grantor's wishes
- A dedicated Private Wealth Advisory team to build a comprehensive investment* management and customized portfolio management solution
- Open architecture approach for management of client assets
- Expertise in interpreting trust agreements, establishing investment objectives, determining appropriate distributions, coordinating tax preparation
- Customized reporting, timely receipt and disbursement of funds
Transfer of Wealth
The privilege of wealth and the ultimate transfer of assets requires a balance between your solid financial strategies and the emotional attributes of your beneficiaries. more
At Gibraltar Private, we are understanding of life’s delicate transitions:
- Inherited Wealth
- Succession Planning
- Family dynamics
- Multigenerational values and aspirations
- Lifelong business arrangements and partnerships
Trustee, Fiduciary and Estate Administration
When you assign custody of your own assets or assets others entrust to you to Gibraltar Private, you gain the knowledge and backing of a team of experts. more
Through a single point of contact, your assets are administered to completely comply with the terms and guidelines you establish. Your beneficiaries gain the confidence of knowing that the commitments you set forth are our obligations, as well.
Administrative services for assets held in trust include:
- Tax reporting
- Fund disbursements
- Title custodian
There’s a place in your financial plan for a portfolio architect. You also like the attention of an advisor. At Gibraltar Private, you get the service offerings of a customized portfolio construction and the concierge-level service of an experienced Wealth Advisor. more
Designing an investment strategy that aligns with your risk tolerance, term of investment and desires for returns takes a mix of services to choose from:
- Wealth planning
- Custom portfolio construction
- Open Architecture platform
- Aggregated portfolio reporting
Self-directed investing services are also available for the times when you want to execute your own trades.
If building the value of your assets is part of your plan, we’ll provide you with options.
Gibraltar Private Wealth Advisors work with a team of experienced private bankers that can recommend depository products to help you satisfy short and long-term goals. more
Interest-Earning Deposit Accounts:
- Savings Accounts
- Money Market Accounts