Stepping In When a Family Needs Us Most

At Cypress Bank & Trust, we’re honored to walk alongside families through life’s hardest moments. A couple who owned a family business, their largest asset, began to notice the husband becoming more forgetful. After several meetings over a few months, they chose Cypress to serve as successor trustee. Within a year, they called with an emergency: his capacity had declined quickly, the business was in disarray, and everyone in the family had an opinion on what to do next. As Lisa Amoroso, Senior Trust Officer at Cypress Bank & Trust, shares, the team stepped in right away. They guided the business through succession, took over paying the bills, and handled communication with the family, so his wife could focus on caring for her husband. Over the following years, the business was sold, providing the financial security she needed to care for him the way she wanted. The Cypress team was with the family through the very end. This is The Cypress Way: trusted guidance when your family needs it most.
M. Lisa Amoroso, Senior Trust Officer, Senior Vice President at Cypress Bank & Trust

M. Lisa Amoroso, CTFA

Senior Trust Officer, Senior Vice President
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