Wealth Management Fiduciary Services
Fifth Third Private Bank is here to help:
Private Bank Fiduciary Services
Kevin Whalen, Managing Director of Investment Management & Trust, Fifth Third Private Bank discusses what to look for in a trustee.
Fifth Third Private Bank's trust and administration services can help you plan for your future, protect your family, and help you pass on your wealth according to your wishes.
Setting up a trust can:
- Give control of inheritance to your heirs at a date when you feel they can handle assets responsibly
- Plan for a child who needs special attention
- Support a charitable cause on an ongoing basis
- Distribute your assets without burdening your heirs
- Provide assets for a spouse who is not interested in navigating today's complex financial markets
- Offer tax benefits
Trust Services Include:
Trust Services and Administration
Experienced trust officers who oversee and administer even the most complex trusts.
Estate Settlement Administration
Help distribute your assets according to your wishes as established in your will or trust document.
Charitable Trust Services
Support a charitable cause and generate income today with proper tax planning.
Viewing your Fifth Third Private Bank investments in now easier with a simplified Investment Management and Trust page.
Get secure and convenient online access to your trust accounts.