Fiduciary Services

Entrusting your family’s well-being to a qualified experienced professional
is one of the most important gifts you can give them.

How do you select the right fiduciary? Consider choosing someone with significant expertise in accounting and record keeping. Select someone with investment experience and the acumen used by many of today's most sophisticated and savvy investors. Choose someone who will take the time to get to know you and your family. Select someone with extensive fiduciary experience and the independence to make the right decisions for and with the beneficiaries of your estate. Choose someone who cares about your concerns. Choose FineMark National Bank & Trust.

Fiduciary Services Offered By FineMark Include Serving As Your:

• Investment Management Agent
• Investment Advisory Agent
• Trustee or Co-Trustee of a Revocable Trust
• Trustee or Co-Trustee of an Irrevocable Trust
• Trustee or Co-Trustee of a Charitable Trust
• Trustee/Custodian of an Individual Retirement Account
• Personal Representative

Need Information and Details Regarding Fiduciary Services? 
Ask a FineMark Professional.