Fifth Third Bank

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: 

Fifth Third Bank

Trust Services and Administration

Experienced trust officers who oversee and administer even the most complex trusts. 

Fifth Third Bank

Estate Settlement Administration

Help distribute your assets according to your wishes as established in your will or trust document.  

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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.  

Online Access

Get secure and convenient online access to your trust accounts.

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