Fiduciary Services

Bringing your financial picture into focus

How do you get the most out of your assets – tomorrow, next year, and over the long term? We can help you clarify your objectives and plan for the future. Your private banking and fiduciary services team will share their expertise and guide you toward developing a comprehensive plan for the future that includes:

Trust Services

  • Decades of experience administering trusts
  • Confidentiality of sensitive family financial information
  • Expert asset management for your financial and non-financial estate
  • Regulatory compliance and reporting
  • Agent for trustee services for individual trustees

Philanthropic Services:

  • Legacy planning
  • Charitable giving
  • Family Foundations and more

If you would like more information, please contact Peter Gabriel, Director of Sales and Relationship Management at 203-328-8110 or pgabriel@websterbank.com.

Contact us
Client Services for Private Bank

Client Services

Email
and phone #.

Locations for Private Bank

Locations

Find a Private Banker
near you.

Your Private Bank Team

Your Private Bank Team

Expert guidance,
personal attention.

Client Resources for Private Bank

Client Resources

Strategic information for
smart decision-making.

 

  1. 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.