Build, manage, preserve, and transfer wealth with a private banking relationship centered on your goals. Whether you’re an individual, family, business, or institution, you benefit from decades of experience in trust administration, execution of detailed financial objectives, and guidance of fiduciaries across generations.
Your Fiduciary Services team will help you clarify your financial objectives and put the structures in place to see them addressed. Acting as a fiduciary, we provide an extraordinary level of care, with a fluency in administering multi-generational trusts. We are attuned to often-complex family dynamics and will handle your confidential information with great sensitivity.
You have spent years building a business or acquiring wealth; we help you fulfill your financial goals for the future. Examples include revocable and irrevocable trusts, scholarships, endowments and philanthropic and charitable causes. Expect smooth, compliant administration, including tax filings and reporting.
Trust, respect, personal attention and creative solutions are at the foundation of our relationships. Read about some of our private banking clients and how we help them with their financial goals.
Explore articles, tips and trends to help you better understand and appreciate the intricacies of managing your wealth.
Located where you live and work, your team delivers boutique-level responsiveness backed by deep expertise and robust resources. With a strong sense of stewardship, you receive objective, balanced guidance across all aspects of your financial life.
Contact us to help with all your fiduciary and trust needs.
Investment, trust, credit and banking services are offered by Webster Private Bank, a department of Webster Bank, a division of Santander Bank, N.A.
Investment products offered by Webster Private Bank are not FDIC or government insured; are not guaranteed by Webster Bank, a division of Santander Bank, N.A.; may involve investment risks, including loss of principal amount invested; and are not deposits or other obligations of Webster Bank, a division of Santander Bank, N.A.
Webster Private Bank is not in the business of providing tax or legal advice. Consult with your independent attorney, tax consultant or other professional advisor for final recommendations and before changing or implementing any financial, tax or estate planning advice.
All credit products are subject to the normal credit approval process.
