Services
Trust services that address your planning goals
A modern estate plan should reflect the values you want to pass on to your beneficiaries. Your team works with you and your attorney to document and implement a plan that does just that.
Independent Trust Administration
Navigate complex legal and tax issues, administrative duties, and family dynamics with independent and professional oversight.
Asset Management
Access sophisticated expertise to help manage marketable securities, real estate, private businesses, and other non-traditional assets.
Trustee Distribution Management
Establish open communication with beneficiaries and ensure that trust assets are distributed in accordance with the terms of the trust instrument.
Tax Planning and Compliance
Experience thoughtful and effective tax planning in partnership with experienced tax professionals.
Philanthropic Solutions
Advance your philanthropic goals through the administration of charitable trusts and private foundations.
Record Keeping and Bill Payment
Receive trust income and principal accounting and trust reports to provide to co-trustees, beneficiaries, and accountants, as well as bill payment services.
Built for fiscal strength and stability
A strong balance sheet and diversified assets provide a healthy foundation for customer success. Learn why you can count on Citizens to support your evolving needs for the long term.
Service that goes beyond and above
Backed by a full suite of world-class solutions, your dedicated relationship management team will address every aspect of your financial needs, taking a holistic approach to ensure you, your family and your business are at the core of every decision.
© Citizens Financial Group, Inc. All rights reserved. Citizens Bank, N.A. Member FDIC
Citizens Private Wealth, LLC Form ADV Disclosure Brochure
Fiduciary Acknowledgment Clarfeld
Banking products are offered through Citizens Bank, N.A. ("CBNA"). For deposit products, Member FDIC.
* Citizens Wealth Management (in certain instances d/b/a Citizens Private Wealth) is a division of Citizens Bank, N.A. ("Citizens"). Securities, insurance, brokerage services, and investment advisory services are offered by Citizens Securities, Inc. ("CSI"), a registered broker-dealer (Branch address: One Citizens Bank Way, Johnston RI 02919) and SEC registered investment adviser - Member FINRA / SIPC. Investment advisory services are also offered by Citizens Private Wealth, LLC ("CPW"), an SEC-registered investment adviser (see Form ADV Part 2A for details). CSI and CPW are affiliates of Citizens. Banking products and trust services are offered by Citizens. For deposit products, Member FDIC.
SECURITIES, INVESTMENTS AND INSURANCE PRODUCTS ARE SUBJECT TO RISK, INCLUDING PRINCIPAL AMOUNT INVESTED, AND ARE:
· NOT FDIC INSURED · NOT BANK GUARANTEED · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY · MAY LOSE VALUE