SPECIALIST PLANNING

SERVICES

We understand that wealth management goes beyond the financial. BancorpTrust experts provide pragmatic advice on the aspects of wealth that go beyond the balance sheet but really matter to our clients.

FAMILY BUSINESS

SOCIAL INVESTMENT AND PHILANTHROPY

WEALTH SUCCESSION

BANCORPTRUST

INSTITUTE

We understand that wealth means more than money.  The BancorpTrust Institute focuses on the governance of wealth - helping family businesses succeed, helping clients fulfil ambitions for their philanthropy, and preparing the next generation for inheritance.

WEALTH

PROTECTION

Place your future in experienced hands. Our Wealth Structuring team advise on a range of issues from estate and succession planning, charitable giving, retirement planning and protection and can help you navigate complexities in relation to buying US real estate, cross-border planning, business exits and moving to the USA. The security, opportunity and responsibility your wealth brings often demands careful specialist advice.


The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.

CHARITY

SERVICES

If you want to share your wealth with charitable organisations, you are in good company. BancorpTrust has a long history of supporting not-for-profit initiatives, and we understand the desire to give somthing back. Our Charity Services team has the knowledge and experience to ensure your charitable activities have the greatest impact.

The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.

BECOME A CLIENT

WHEN YOU BECOME A CLIENT OF BANCORPTRUST

YOU WILL BE PART OF AN EXCLUSIVE NETWORK