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TRUST AND FINANCIAL SERVICES DEPARTMENT
The Trust and Financial Services Department is committed to providing top-quality personal services to its clients. Our unified team of highly experienced trust, investment and estate planning professionals sets us apart from our competition. Whether you need full investment management, estate planning or custodial services, our Trust and Financial Services professionals can provide the knowledge, experience and “one-on-one” service it takes to get the job done. The following products and services are provided by the Bank of Jackson Hole: · Trust Administration – Living Trust, Irrevocable Trust, Charitable Trust, Testamentary Trust and Wyoming Dynasty Trust. · Estate Services – Personal Representative Services, Estate Administration and Conservatorships. · Investment Management – Investment portfolio and asset allocation management utilizing individual stocks, bonds, and mutual funds. · Custodial Services – Independent investment advisor services and self-directed agency services. · Individual Retirement Accounts – Managed and self-directed administration services. Bank of Jackson Hole can be named as your Trustee, Co-Trustee, Successor Trustee, Investment Agent, Custodian, or Personal Representative. Stop by our new offices at the Hillside Branch located at 975 West Broadway in Jackson to discuss how we can best serve you or call (307) 732-3057. |
