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Financial Planning
& Trust Services

Bringing your complex financial picture into focus

How do you get the most out of your assets – tomorrow, next year, and over the long term? That’s the question our experienced team can help you answer. From your personal financial planning to philanthropic planning and trust services, a dedicated expert will help you determine your objectives and plan for the future.

Financial Planning

It’s important that your assets work hard for you now, and equally important to ensure that they can provide for you and your family over the long-term. Together, we can work to set up a customized financial plan with the flexibility and longevity required for success.

A financial planner will work closely with your advisors to establish your financial picture. Using your bank records, investments, tax returns, business valuation, and wills and trusts, and taking into consideration projected expenses like education and retirement, your planner will draw up a detailed account of your financial status.

From here, we’ll listen to your objectives and formulate strategies to help you reach them. Your planner will work closely with Webster’s investment specialists and other business lines to build and implement a sound financial plan that grows your wealth, while taking into consideration tolerance for risk, income needs, and taxes.

After we implement your plan, we’ll continue to monitor and modify it to align with any changes. Your life is always evolving, and as it does, we constantly work to rebalance your portfolio. Your dedicated Webster team will be with you every step of the way.

Philanthropic Planning

Whether you decide to leave a legacy or choose to make a charitable contribution, your private banking team can help sort through the options available and help you choose one that’s just right for you and your family.

Dedicated Trust Services

The direct management and administration of your trust can be time-consuming. As your trustee, you can rest assured that we will work on your behalf to carry out all the tasks as defined in the trust in accordance to your financial objectives, and with the skill, solid judgment, and integrity you expect. Count on Webster for:

  • Objective decision-making
  • Continuity in service for full term of trust
  • Confidentiality of sensitive family financial information
  • Expert asset management for your financial and non-financial estate
  • Regulatory compliance and reporting
  • Collection and distribution of interest and dividends
  • Safeguarding and custody of trust assets

Custody Services

By delegating Webster as your custodian, we’ll assume the complex day-to-day administration of your portfolio and tend to every detail according to your wishes and objectives. It’s our goal to help you maximize cost efficiency while managing risks, and provide you the timely information needed to make smart investment decisions. Our services include:

  • Safekeeping of securities and reporting
  • Collection of interest and dividends
  • Securities notification
  • Settlement of securities transactions
  • Daily cash investment
  • Periodic investment reports and transaction statements

If you would like more information or to meet with Webster Private Bank, please call us at 1-800-580-3656.