When RMB serves as discretionary or delegated trustee, we will select professional money management from a range of quality options. Through a strong relationship with Family Management Corporation (FMC), an investment advisory firm headquartered in New York City, and with offices in Wyoming and Florida, we have access to a broad array of quality money managers and investment programs. Through FMC, we are able to create customized investment plans to suit the specific investment goals of your trust. FMC is exclusively focused on helping individuals and families protect and grow their wealth, making them an ideal partner to help us safeguard and grow the assets of your trust.
RMB maintains a rigorous due diligence and monitoring process, in order to maintain a high level of service and assure your trust assets are receiving the best care in the business.