Trusts, Endowments, and Giving
Your legacy, your way
The transfer of wealth is more complex than ever before. There are shifting tax laws for estates and charitable contributions, complications that come from the blending of families, and ever-changing rules for protecting the assets you’ve worked so hard to accumulate. Whether you're considering a custom trust, charitable trust, endowment, foundation or lifetime giving program, we have the skills and knowledge required to carry out your wishes.
Advantages of professional trust management
Why should you let our team of seasoned professionals help you strategize and plan your gifts and your legacy?
- A corporate trustee has a fiduciary responsibility to manage your trust and provide top-level customer service and continuity based on your needs and requests as opposed to a friend or family member who may lack the experience to carry out your wishes.
- We work with a variety of asset classes, including investment accounts, real estate, oil and gas, minerals, and more.
- Our private bankers collaborate with your existing legal and accounting advisors to help make your wealth transfer as smooth and efficient as possible.
We also provide trustee and custodial services for corporate entities, foundations, endowments, and organizations using external money managers. Our Corporate Investment Services group is here to help your business with working capital, liquid assets and investment portfolios.
Details you need to make a smart decision
Neither BBVA USA, nor any of its affiliates, is providing tax or legal advice for your individual situation. You should always consult your individual tax or legal advisor about your personal tax situation.
|Securities and Insurance Products:|
|ARE NOT DEPOSITS||ARE NOT FDIC INSURED|
|ARE NOT BANK GUARANTEED||MAY LOSE VALUE|
|ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY|