Fiduciary ServicesFor those clients who wish to utilize a corporate fiduciary in their wealth planning, SBCA offers its investment advisory clients a full range of fiduciary services through a contractual arrangement with major trust companies. Under this arrangement SBCA professionals manage the client's trust investments and financial relationship, while our trust company partner handles the trust's administrative details. In addition to trust services, SBCA clients who wish to name a corporate fiduciary in their wills may do so in the comfort of knowing that SBCA will manage the client's investments during the estate's administration and, thereafter, in any testamentary trust created.
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