Strengthen Your Plans
There are more than 5,000 financial service organizations in the United States. You have endless options when it comes to preserving your money for the future. How do you choose the right fit for you? Enter Cypress Bank & Trust’s financial services experts. We have a team of trust administrators, portfolio managers, and financial planners ready to partner with you and build a long-term, customized plan for your financial future and beyond.
Already working with a financial advisor but looking for trust services? Or do you have an estate planner but seeking investment management guidance? You’ve come to the right place. We honor these relationships by working in tandem with your existing advisor. When we work together, we achieve more. We lead first with client-choice and take our direction from you.
Cypress Trust Administration Services
“The future depends on what we do in the present.” – Mahatma Gandhi
There is no better time to plan for your future than now. Yet often, establishing trust and estate plans are not considered until later in life. Partner with a Cypress trust administrator and we’ll walk you through every step of the process to ensure you and your legacy are prepared today for tomorrow.
From helping you determine a qualified executor to carry out your wishes, to selecting the right kind of trust for your situation, we’ll help you form the foundation for preserving and protecting your wealth today and for future generations.
Easy Management
Providing for the financial future of family, non-profit organizations, or foundations is an intrinsic value. It is one that creates a sense of accomplishment. We’ll work with you to protect and manage your assets by creating customized investment strategies, serving you during estate settlement, and as an administrative trustee for clients already committed to an investment plan.