We pride ourselves on unmatched personal service from a team of local professionals. Come meet with one of our more than 135 trust, fiduciary and investment officers today.Contact Us
At Mobank, we have a wide range of fiduciary services to help you with your financial goals — whether you're setting up a trust, a private foundation, arranging estate management or custody services. We can serve as the trustee, co-trustee or agent for the trustee.
Get the peace of mind that comes from working with our experienced team in trust services. Expect dependable administration of trusts, including distributions to beneficiaries, tax filings, bill paying and detailed financial records.
Take confidence in detail-oriented, face-to-face communication to help you establish your legacy. Speak to our advisors in personal trust, probate, and estate settlement and administration.
As one of the largest and most well-established North American specialty asset managers, we benefit our clients by expertly handling the complex and time-consuming responsibilities of mineral and land management.Learn More
Safekeeping your assets is only one of the important responsibilities of Mobank custodial services. We also handle securities trade execution services, performance measurement, income collection and distribution, and transaction reporting and accounting.
Our trust solutions can help you focus on what's most important — your clients. As you work closely with them to create a solid financial foundation, we'll work with you to deliver what they need.
We look forward to helping you protect and manage your wealth. Give us a call, or complete the form and we will contact you.