Discretionary Trustee

RMB offers full-service discretionary trustee services, providing the convenience of having all your trust management needs met by a single provider; particularly an audited and regulated independent financial institution that understands the dynamics of modern trusts.  In these relationships we offer expert fiduciary administration, reporting and recordkeeping, asset custody, money manager selection, and secure account access. 

We place strong emphasis on faithfully carrying out the trust’s objectives, and assure investments adhere to the trust’s governing document and investment policy statement. We will also serve as trustee for a variety of unique and non-financial assets on a case-by-case basis.  As discretionary trustee, RMB offers maximum flexibility. We will work with you and your family advisors to create a custom plan meeting your expectations and unique needs.