Service and Expertise:
Transfer your Trust Account to Stifel Trust
When selecting a trust company or professional trustee, look for SERVICE and EXPERTISE. You need someone who knows how to get the job done and will provide you white glove service in the process.
One of the most important estate planning decisions you will face: "Who should I designate as trustee of my trust? Who is best suited to take care of financial matter for my beneficiaries?" Often the choice is a professional trustee - a trust company.
All trust companies are capable of managing a trust's portfolio, cutting checks, and keeping accurate records. But what differentiates Stifel Trust is how we relate to our clients.
- Who treats you like your business is valued?
- Who treats you like a unique individual and not just an account number?
- Who really listens to you and understands your point of view?
To explore transferring your trust account to Stifel Trust: click here.
Asset allocation and diversification do not ensure a profit or protect against loss.