Wealth Management

Whether you are acquiring, growing, preserving or transferring your wealth, you want a trusted, continuous relationship with an advisor who understands your objectives and has the knowledge and expertise to create a comprehensive plan to meet your unique needs.  Our Trust Officers offer this expertise, along with a full range of integrated services to help you protect and enhance your financial legacy for generations to come.

Among the types of trusts we handle are Living Revocable Trusts, Charitable Remainder Trusts, Irrevocable Trusts, Special Needs Trusts and Qualified Domestic Trusts.

Trustee Services

Assigning Borel as your professional trustee ensures you financial piece of mind knowing that your assets will be managed by experienced professionals that are trained and qualified to navigate through the many legal and tax issues that impact your assets.  Our Trust Officers have earned an excellent reputation in the industry and welcome the opportunity to work closely with your attorney, CPA and other professionals to simplify the management and maintain the security of your personal affairs.

As a professional trustee Borel Private Bank & Trust Company provides objective oversight and management of all key trust activities including:

• Wealth preservation – professional investment management, personalized strategy, research and implementation in perpetuity
• Asset protection – oversee safekeeping of your assets
• Accurate and Dependable Recordkeeping – reports on cost basis, capital gains, income, notes, rents and dividends
• Longevity – trust and estate management for multiple generations (financial guidance to children and grandchildren)
• Beneficiary Consulting – assist trust beneficiaries with lifestyle decisions and changes in a completely fair and impartial way

Borel can also serve as:

• Co-Trustee – we serve as co-decision maker with you or another individual
• Successor Trustee – when you name Borel Private Bank & Trust Company as your successor trustee we are standing by to handle your trust when needed

Estate Services

Borel Private Bank & Trust Company can serve as:

• Executor – we administer probate estates taking responsibility for the protection, management and distribution of the estate according to the provisions of the will or requirements of law, including all necessary tax, investment, real estate and other required services
• Agent for Executor – administer all or part of the estate, relieving the named executor of as many tasks of estate administration as requested
• Co-Executor – serve with another individual co-decision maker on the estate
• Conservatorship/Guardianship – Borel can be appointed by the probate court to handle the financial affairs of an incapacitated person

For more information on our Trustee and Estate Services or to make an appointment with a trust officer call 650-378-3720 or visit the location most convenient for you.