Trust and Fiduciary

Trust and Fiduciary

Banc of California is committed to your long-term financial success for generations to come.

We offer a broad array of trust and fiduciary services to meet your needs. Diligent in our process and objective in our approach, we strive to manage, safeguard and distribute your wealth as you intend.

Types of Trusts:

  • Revocable Family Trusts
  • Irrevocable Family Trusts
  • Charitable Remainder Trusts
  • Advanced Planning Trusts

Benefits:

  • Define how your assets will be managed during your lifetime
  • Handle assets upon incapacity
  • Distribute your property to your ultimate beneficiaries
  • Designate a Successor Trustee who is responsible for executing your instructions properly
  • Do all these things without the need for probate involvement

Investment Products:

Are Not Insured By the FDIC or Any Other Federal Government Agency · Are Not Deposits of or Guaranteed By Banc of California, N.A. or any of its affiliates · May Lose Value