We often serve as a professional trustee and know how complex and challenging the Trustee role can be. Whether you’re an individual or professional service firm, our Agent for Trustee services offer the guidance and assistance you need to fulfill your duties, while saving you valuable time so you can focus on your role as trustee. Our services include:
- Financial management strategy
- Financial reporting
- Coordination of tax return preparation
- Help with accountings preparation
- Communications assistance
- Exercise of discretion guidance
- Administrative assistance
If you would like more information, please contact Peter Gabriel, Director of Sales and Relationship Management at 203-328-8110 or firstname.lastname@example.org.
Investment, trust, credit and banking services offered through Webster Private Bank, a division of Webster Bank, N.A. Investment products offered by Webster Private Bank are not FDIC or government insured; are not guaranteed by Webster Bank; may involve investment risks, including loss of principal amount invested; and are not deposits or other obligations of Webster Bank.
Webster Private Bank is not in the business of providing tax or legal advice. Consult with your independent attorney, tax consultant or other professional advisor for final recommendations and before changing or implementing any financial, tax or estate planning advice.
All credit products are subject to the normal credit approval process.
SEI Investments Management Corp. (SIMC) and Webster Private Bank are independent entities. SIMC is the investment advisor to the SEI Funds and co-advisor to the Individual Managed Account Program (IMAP). SEI Funds are distributed by SEI Investment Distribution Co. (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company.