• Administration of trusts and estates for Florida residents (full and part-time)
    • Our presence in Florida allows us to be named as Trustee or Personal Representative (Executor of your will) in your estate planning documents.
  • Investment management
  • IRA and 401(k) rollovers
  • Charitable trust administration, including donor-advised funds
  • Foundation management
  • Tax planning and advisory services
  • Comprehensive financial planning
  • Succession planning

*Not FDIC Insured, Not Bank Guaranteed, May Lose Value, Not a Bank Deposit, Not Insured by any Federal Government Agency


  • Private Banking when and where it’s convenient for you — we bring the bank to you, day and night
  • Secure, easy to use online and mobile services • Checking and savings accounts • Customized lending and deposit services
  • Flexible options for unique mortgage situations, including multiple homes
  • Construction mortgages
  • Business and commercial lending options
  • Lines of credit (secured and unsecured options)

Member FDIC | Equal Housing Lender

View our brochure to learn more.

Checking account is required when obtaining a loan. Loans subject to credit approval.