Trust Services
Some financial needs and special situations call for the creation of a trust and the services of a professional fiduciary. The Wealth Management Group at The First has the experience and resources to provide for these very important needs. Working with your attorney, we provide the investment and administrative services required to fulfill your wishes. Every situation is unique and requires individual review and approval.
Professional Fiduciary in Bucks County
When your financial situation calls for a professional fiduciary, the Wealth Management Group stands ready to serve. Our community bank’s mission and continued local independent ownership assure the individual attention and continuity of service you deserve.
Please note that trust relationships, due to their complex and individualized nature, require a minimum of $500,000.00 in investable assets. Call 215.968.4872 and talk with someone you can trust today.
fi·du·ci·ar·y n. from the Latin fiducia, meaning “trust”; a person who has the power and obligation to act for another under circumstances which require total trust, good faith and honesty.
Related Blog Articles
Want to learn more about estate planning and trust services? Read some of these helpful articles from our blog or contact us today!
What is Estate Planning?
This product is not FDIC insured, nor bank guaranteed and may lose value.