Fiduciary and trust services

Acting on your behalf today and for generations to come, we can counsel you on setting up & administering trusts and overseeing your financial & non-financial estate, while meeting all compliance and reporting requirements.

Your wishes executed

Your fiduciary services team will help you clarify your objectives and put the structures in place to see them addressed. As a fiduciary, we provide the highest level of legal care, with a fluency in administering multi-generational trusts. Important is that we are attuned to often-complex family dynamics and will handle your confidential information with great sensitivity.

Personal trust

  • Ability to serve as trustee or agent for trustee
  • Tax and accounting services
  • Bill paying and beneficiary distribution
  • Legacy planning and charitable giving
  • Administration of foundations, retirement plans and other entities
  • Regulatory compliance and reporting

Institutional

  • Ability to serve as discretionary or directed trustee
  • Asset safekeeping
  • Retiree payment processing
  • Sub-accounting
  • Grant-making services
  • Endowment management
  • Regulatory compliance and reporting

A team-based approach

We are organized in local teams comprised of advisors who deliver the full breadth of our client services. This approach enables us to be nimble and responsive in meeting your needs, while drawing upon the deep resources of Webster Bank.

Webster Private Bank leadership

What's your legacy?

You have spent years building a business or acquiring wealth; it is up to us to fulfill your wishes for the future. Examples include trusts, scholarships, endowments and philanthropic & charitable causes. Expect smooth, compliant administration, including tax filings and reporting.

Start

Solutions in action

Trust, respect, personal attention and creative solutions are at the foundation of our relationships. Read about some of our private banking clients and how we help them with their financial goals.

Client success stories

Experience a higher level of banking.

Start

Disclosures

Investment, trust, credit and banking services are offered by 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.