Partner with Cypress

Our independent professional trustee services and administration offer flexibility and support, allowing you to focus on delivering personalized advice.

Aligned Expertise

FOR YOUR CLIENTS’ FINANCIAL GOALS

Cypress Bank & Trust is dedicated to helping financial advisors, attorneys, tax professionals and other advisors service their clients with our commitment to independent professional trustee services and administration.

Our collaboration leads with the “client choice” approach and never seeks to replace the trusted relationships clients have with their existing advisors. We respect the value everyone on the advisory team brings to the client relationship.

Benefits of Our Independent Trustee Services

MAINTAIN CLIENT RELATIONSHIPS
Financial advisors maintain or increase their AUM of trust assets and not lose valued client relationships to larger institutional fiduciaries.

TRUSTED GUIDANCE
Partners who understand the probate and trust administration process.

FLEXIBLE OPTIONS
Flexibility of both a delegated and directed option or naming a trustee in an estate planning document.

CLARITY
Trusted resource to help clients understand how their estate plan will be implemented seamlessly.

CONFLICT RESOLUTION
Resources for conflict resolution for families in need of an independent trustee because of legal disputes or mediation.

EXPERIENCED FIDUCIARY
Experienced fiduciary to serve when your clients do not have a qualified alternative for successor trustee, personal representative, or other fiduciary capacities.

Our Partners' Stories

TESTIMONIALS

Lori Long, The Astronaut Memorial Foundation

We appreciate that our needs are addressed locally, and our concerns are promptly heard and resolved. The staff have consistently demonstrated their helpfulness and responsiveness.

Mrs. Beth Snyder, Edgewood Jr/Sr High School

Brevard County business partners, like Cypress Bank & Trust, are the backbone to our school’s support and needs for our students. Having trusted business partners is crucial for our community connection and involvement.

Bonnie Matz, St. Francis Manor

I’ve seen firsthand the transformation in our financial stability, from paying off debt to launching plans for major expansion. Transitioning our investment accounts to Theo Perry with Cypress was a unanimous decision, and it’s been the right one.

John Verdi, Hey Blue!

We are deeply grateful to have a banking partner that doesn’t just manage our accounts, but actively believes in and strengthens our mission. Cypress Bank & Trust is more than a financial institution; they’re a trusted ally in the work of rebuilding trust, one relationship at a time.