Bright Bank has the experience to serve in most situations that require a fiduciary – an outside party that is called to manage the assets and affairs of others in the best interest of designated beneficiaries – including:
You can expect more here because we deliver: favorable asset protection; customized planning; thoughtful, innovative options; transparency; proactive accessibility and communications; and hands-on expertise to match your goals and your lifestyle. Depend on our professionals and partners for world-class financial management and trustee relationships that last for generations.
At Bright Bank we are committed to helping you reach your financial goals. We take pride in developing long-term relationships with each and every one of our customers. That’s why we create a custom-tailored private banker team dedicated to you, so that we can intimately understand your situation, goals, and dreams, then develop a roadmap to get you there.
Great investment management starts with understanding each client’s immediate and long term needs and evolving goals. We begin our process with a comprehensive look at the big picture, in the marketplace and in your life-planning. Then, we customize a strategy that matches your lifestyle and legacy plans by combining best-in-class institutional managers and funds. Since this approach eliminates any potential conflict of interest, your best interests are always our clear and primary focus.
- Revocable Living Trusts
- Irrevocable Family Trusts
- Charitable Trusts
- Life Insurance Trusts
- Dynasty Trusts
- Directed Trustee
- Special Needs Trusts
- Estate Administration
INVESTMENT AND INSURANCE PRODUCTS ARE:
- Not insured by the FDIC or any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested