You can count on a team of professionals to manage the day to day responsibilities of your investment and trust accounts. This team includes a dedicated relationship manager, an investment officer and an account administrator so you and your family will always find a familiar face at the Bank.

Your relationship manager will coordinate with your lawyer, accountant, and any other advisers to see that the plans you establish with us coordinate with your overall objectives.

By establishing a trust and investment management relationship with us now, besides the tax advantages, investment expertise or other oversight necessities, you provide yourself and your family the opportunity to evaluate our capabilities, services and attention to detail.

In essence, we strive to allow you to enjoy the benefits of your success knowing that we will execute your instructions for your family, foundation, or charities in the years ahead. This is the level of attention and service not offered by many firms any longer, but it is at the core of what we do.

To learn more, please contact us at  info@1stprivate.com. Please allow up to 2 business days for a response.

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Not FDIC Insured. No Bank Guarantee. May Lose Value.