CLIENT SERVICES
PERSONAL TRUST & ESTATE ADMINISTRATION
Trusted from one generational to the next.
Veracite provides professional, comprehensive professional trustee services. As the trustee, we work closely with legal and financial advisors who have established the estate plans and investment objectives for their long-standing clients. In addition to providing the unique expertise required for trust administration, we appreciate the importance of expressing compassion, understanding, and consideration toward your family members. We provide the peace of mind that comes from knowing you will have a caring and trust administrator on your side. Trustee services include:
1. Providing impartial decision-making of a trust that will impact beneficiaries
2. Coordinating with lawyers, investment managers, accountants and tax preparers
3. Administering the safekeeping of trust assets
4. Maintaining the continuity of trust management across generations within your family
CORPORATE TRUST & ESCROW
Empowering Businesses, Safeguarding Trust.
We serve as corporate trustee, providing our clients the comfort that their trust and escrow accounts will be administered expertly for the long-term. Our clients take comfort knowing that future generations running their family companies will be advised by trust experts who understand their family dynamics and are committed to the highest standards of integrity, professionalism, and personal attentiveness.
Transactions are becoming increasingly complex. With this complexity, many transactions now require that funds, securities, or other assets to be held in escrow until the agreed upon stipulations of the transaction are completed or met. An effective escrow arrangement requires flexibility and quick turn-around on the part of the escrow agent to accommodate the requirements of each individual transaction. Escrow arrangements are highly tailored to meet your unique and specific needs.
CORPORATE FX
Your Gateway to Global Markets.
We support corporations and institutions by providing savings and efficiency with tailored FX services. Whether you are the owner of an established family enterprise, a large publicly traded company or a public institution, Veracite can support your FX requirements.
