About Stifel Trust Company, N.A.
Many people think of trusts as tools exclusively for the very wealthy. Once upon a time that may have been accurate, but not any longer.
Today, trusts are established for a number of reasons, including: transferring wealth in a tax-efficient manner; charitable giving; providing for family members with special needs; keeping wealth "in the family;" providing prudent oversight of funds for the benefit of finally unsophisticated heirs.
With your Stifel Financial Advisor's investing experience and estate planning resources, Stifel Trust completes the circle.
One very important decision is: who should be in charge of the trusts you create?
The right trustee can help carry out your plans efficiently and effectively. The wrong choice can cause a disaster, possibly a costly one.
A professional corporate trustee is not needed in all estate plans, but there are times when the services a corporate trustee provides can add value and be especially appropriate. To discuss your need for a trust, contact your Stifel Financial Advisor. We can work with your Financial Advisor to help determine if you could benefit from the services of a professional trustee.
Stifel Trust's experienced staff of trust professionals offer a broad array of "high touch, high quality" personal trust services to individuals and organizations. Stifel Trust can serve as Trustee and Co-Trustee, Managing Agent, Custodian, and Personal Representative (Executor) for clients in all states. Stifel Trust has experience with living and testamentary trusts, revocable and irrevocable trusts, spendthrift trusts, special needs trusts, life insurance trusts, charitable trusts, and court-ordered trusts and guardianships.
Stifel Trust can work in tandem with your Financial Advisor and your other trusted professionals to deliver the highest level of service to your beneficiaries when they need it most.