Trusts, Endowments, & Giving
Helping You Maintain and Transfer Your Wealth in a Way that is Consistent with Who You Are
As you contemplate how best to share your legacy with family, friends, or the organizations that are important to you, you may want to consider the following.
Wealth transfer has become more complex
Transferring an estate in an efficient and timely manner has become more complicated – estate and charitable contribution tax laws can change quickly, the family structure has evolved with blended families quite common, and today’s wealth transfer strategies and techniques are more robust than ever before. As a result you may decide to seek out professionals to help you navigate the process.
Family and friends may lack the experience to carry out your wishes
Your trustee has the legal and fiduciary responsibility to manage your trusts. A family member or friend may have your best interests at heart but lack the necessary skills and experience to carry out these responsibilities.
The Advantages of professional Trust Management
Depending upon the size of your estate and the type of assets involved, the level of complexity may require an experienced professional. A corporate trustee can provide responsive on-going service and continuity of investment management.
Whatever your wealth transfer needs may be, at BBVA Compass you will find a dedicated fiduciary ready to carry out the terms of your trust document.
BBVA Compass Trust Advantages
- Team Approach. Our private bankers work in conjunction with your existing legal advisors and accounting and other fiduciary relationships to provide the maximum flexibility essential to making the complex decisions often surrounding wealth transfer.
- Our Customer Service Pledge - Objective Advice, Personal Service. We combine objective advice with the highest levels of personal service to create customized solutions based on your wishes.
BBVA Compass Trust Services
- Custom Trust Development and Administration
- Charitable Trusts
- Family or Private Foundations
- Lifetime Giving Programs
- Estate Settlement
- Customized Asset Management Solutions
- Real Estate, Minerals, Oil and Gas Management
- Investment Management
- Integrated Private Banking Solutions
Neither BBVA Compass, nor any of its affiliates, is providing tax or legal advice for your individual situation. You should always consult your individual tax or legal advisor about your personal tax situation.
Securities and Insurance Products:
|Are NOT Deposits||Are NOT FDIC Insured|
|Are NOT Bank Guaranteed||May LOSE Value|
|Are NOT insured by any Federal Government Agency|