Trust Services

RMB offers a variety of services to help you conveniently protect and manage your wealth. Our services include, but are not limited to:

  • Wyoming situs, with all administration occuring in Wyoming
  • Investment manager selection
  • Investment manager oversight and review
  • Asset custody
  • Income collection
  • Distributions
  • Cash sweep
  • Recordkeeping
  • Periodic statements, with the ability to consolidate assets held by multiple managers
  • Secure internet access
  • Tax reporting and tax return preparation
  • Monitoring the trust document for changes in Wyoming law
  • Discretionary Trustee
  • Co-Trustee
  • Delegated Trustee
  • Directed Trustee
  • ILIT Administration
  • Custody Accounts
  • Advisor Friendly Service