Capitalizing on ExperienceCB&T Trust’s professional services extend far beyond the scope and reach of those offered by common bank trustees.
Our financial strategies are prepared and tailored to meet the goals and expectations of the client. We aren’t limited by institutional lists of proprietary products or services, nor are we unduly influenced by them. So instead of off-the-rack plans and tactics, you get disciplined thinking, a conservative work ethic, and carefully chosen investment vehicles, based on the collective wisdom of the world’s greatest investment strategists.
At a glance offerings…
Comprehensive Analysis and Planning
Trustee and Co-trustee of revocable and irrevocable trusts
Philanthropic Giving – coordination of charitable trusts
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