Trust Services

Borel's Trust Department has established an excellent reputation among the attorneys, accountants and advisors of trust clients in the Bay Area since the founding of Borel Private Bank & Trust Company in 1980. As specialists in the planning and management of trusts, Borel Private Bank & Trust Company ensures your wealth is managed and distributed according to your wishes. By appointing Borel as trustee, you can be confident your financial affairs will be managed objectively, professionally, and expertly.

Borel's trust officers are known for their experience, integrity, efficiency and professionalism in exercising their fiduciary responsibilities. They can be counted on to provide excellent care and continuity as they take on the sometimes complex tasks of carrying out the wishes of grantors.

The professional care and responsible service shown in the trust administration carries over to other services provided in the Trust Department, including investment management, real estate management, 1031 Exchanges, probate administration, custodial services, bill paying and the administration of self directed IRAs.

Personal Trust Services

Estate Administration

Investment Management

Starker Exchanges

For more information, please contact Carolyn Nichols.