Fiduciary and Trust Services
Solutions to help preserve, protect and transfer your assets.
Create a personal legacy
Our fiduciary services team offers a range of trust and investment management services for high net-worth individuals, families and business owners. We work to create customized strategies designed to preserve and grow your wealth with a commitment to carry on your legacy.
TRUST AND ESTATE
What is your wealth worth?
Choose affiliate-wealth-management for:
- Trust Administration services including Co-Trustee or Agent for an Individual Trustee representation
- Trust and estate planning professionals who understand regulatory, legal and tax implications of trusts and estate planning
- Comprehensive, personalized fiduciary investment management and administrative services
- Access to unique asset management such as real estate and oil/gas
- Executor, Coexecutor and Agent for Executor representation providing estate administration services
- Philanthropic services including investment and services for nonprofit organizations, foundations and charitable trusts
Benefit from your relationship with affiliate-wealth-management
Build More Wealth
Do more than simply store away money. Put a plan in place to make informed decisions and sharpen the wealth-building process. Roadmap your financial future with affiliate-wealth-management.
Feel More Confident about Retirement
You’ve spent a lifetime building your wealth, take the time to plan for what’s next.
Tax Efficiency
An effective wealth management strategy incorporates extensive legal and financial know-how, resulting in careful tax planning. Put our extensive experience to work for you.
Independent Advice
Our advice is customized to your specific needs and goals. We do not produce proprietary products which allows us to focus on our primary goal - offering you objective advice.
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Our team of seasoned professionals can help you strategize to pursue your goals. We’ll create a personalized financial plan designed with a goal to address your needs and help keep you on track.
Chaya Platt
Vice President, Relationship Manager
Jennifer Turner
Vice President, Relationship Manager
Get started with an advisor today.
Meet with a Wealth Management Advisor in person, online, or by phone.
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INSIGHT
INSIGHT
INSIGHT
INSIGHT
Didn’t find what you were looking for? Consider more from short-bank-name:
Wealth Solutions
Financial Planning
Market Insights
IRAs & CDs
Borrowing Options
Educational Webinars
Risk Management
Trust & fiduciary investment services are provided through Wealth & Fiduciary Services within Wealth Management, a division of Zions Bancorporation, N.A. Investment products and services are NOT insured by the FDIC or any federal or state governmental agency, are NOT deposits or other obligations of, or guaranteed by, Zions Bancorporation or its affiliates, and MAY be subject to investment risks, including the possible loss of principal value or amount invested. Amegy Bank, California Bank & Trust, The Commerce Bank of Oregon, The Commerce Bank of Washington, National Bank of Arizona, Nevada State Bank, Vectra Bank Colorado, Zions Bank are divisions of Zions Bancorporation, N.A.