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At Evolve Bank & Trust, we help a diverse group of individuals achieve their goals through sound financial management. Our real differentiator is the care and individualized attention we dedicate to our clients. Our mission is to deliver trust and investment services to both individuals and businesses under the watchful supervision of competent professionals. Our degree of involvement – from full management to specific assistance – is based on your needs, the kind of trust or investment account established and responsibilities assigned in the account agreement.
Evolve provides trust administrative services to clients throughout the United States. We specialize in administering personal trusts, irrevocable life insurance trusts (ILITs), custodial accounts, special asset trusts, charitable trusts and investment management accounts.
By designating Evolve as trustee or investment manager of selected assets, you achieve a secure, confidential structure for the safety and growth of those assets. In addition, this can establish a framework for transferring your wealth to future generations. Evolve professionals work in coordination with your family’s other advisors to ensure that your wealth accumulation and distribution goals are realized.
What types of accounts does Evolve Bank & Trust administer through its Trust Department?
Evolve Bank & Trust provides fiduciary, administrative, investment and record-keeping support for the following different types of accounts:
- Personal Trusts (revocable and irrevocable)
- Irrevocable Life Insurance Trusts
- Charitable Remainder and Lead Trusts
- Custodial Accounts for Individuals, Fiduciaries and Corporations
- Custodial IRAs – Rollover, Roth, Traditional, SEP or Simple
- Co-Trustee Services
- Investment Management Accounts
Advantages of a Corporate Trustee
By naming Evolve as a Corporate Trustee, this can provide the following benefits:
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Professional knowledge and expertise in the administrative complexities of trust or investment management
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Professionals with the time, expertise and resources to achieve better results than an individual trustee
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Accurate reporting with periodic statements
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Regulated and monitored by government agencies and are held to a much higher standard than individual trustees
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A perpetual lifespan, while individual trustees must name successors in the event of death, incapacitation or incompetence
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Objectivity, reducing strain on a a family
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Application of industry best practices
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Professional liability insurance to protect from the negligence , fraud or bad judgment of an individual fiduciary
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