trust company
Wealth management firm
A trust company is a financial institution that manages assets on behalf of others—holding property, administering estates, overseeing investments, or acting as trustee for funds.
Trust companies handle fiduciary responsibilities that individuals or families may not want to manage themselves: The trust company will distribute the inheritance according to the will's terms.
Agent bound by loyalty
- beneficiaryDesignated asset receiver
- settlorTrust's founding party
- grantorOne who transfers rights
- estate planningPreparing asset distribution posthumously
probate · executor · conservator · guardianship · asset protection · succession planning · inheritance · estate management
Overseeing investment holdings strategically
- securitiesTradeable financial assets
- equitiesOwnership stakes in corporations
- bondsTies that unite
- mutual fundsCollectively managed securities portfolios
stocks · dividends · asset management · wealth management · investment strategy · retirement planning · custodian · capital gains
Founding organizational document
- national bankGovernment-regulated financial institution
- financial institutionCompany managing money services
- FDICFederal deposit guarantor
- banking servicesProducts offered by financial institutions
escrow · safekeeping · vault · deposit · private bank · registration · compliance · regulatory oversight
fiduciary
Agent bound by loyalty
- beneficiaryDesignated asset receiver
- settlorTrust's founding party
- grantorOne who transfers rights
estate planning · probate · executor · conservator · guardianship · asset protection · succession planning · inheritance · estate management
portfolio management
Overseeing investment holdings strategically
- securitiesTradeable financial assets
- equitiesOwnership stakes in corporations
- bondsTies that unite
mutual funds · stocks · dividends · asset management · wealth management · investment strategy · retirement planning · custodian · capital gains · financial planning
charter
Founding organizational document
- national bankGovernment-regulated financial institution
- financial institutionCompany managing money services
- FDICFederal deposit guarantor
banking services · escrow · safekeeping · vault · deposit · private bank · registration · compliance · regulatory oversight
- financial officesbank branch, finance department, budget office, loan office, tax office
- truststrustees, beneficiary, grantor, trustor, settlor
- bankingbank, banks, ATM, ATMs, account
- business entitiescorporation, LLC, sole proprietorship, partnership, subsidiary
- private institutionprivate school, private university, private hospital, private bank, private foundation
trust companypawnshop
Store lending against collateral
loan shark · retail bank · commercial bank · payday lender · savings and loan
trust, company, trusts, trusted, trusting, trusty, trustee, trustful, trustworthy