Personal Trust and Investments
With a local team of trust and investment experts, and over 70 years in the business, Bank of Utah can work with you, your attorneys, accountants and financial advisors to carry out your financial and estate plans, safeguard and grow your assets, and, ultimately, give you peace of mind about your legacy.
Our Experts Provide:
Objectivity
We professionally, carefully and impartially administer your trust according to fiduciary guidelines and requirements,
and your wishes.
Experience
We have the fiduciary expertise to invest your assets, administer your trusts, provide record-keeping, assist in tax preparation and more.
Continuity
We have been a leader of personal trust services since 1952. Our strength as a bank means your trust will be well taken care of now and into the future.
Customized Wealth Management Solutions Include:
Bank of Utah can ensure that your assets are safeguarded and distributed according to your plans, during and after your life. The Bank administers a range of accounts and services to help you manage and preserve your wealth for you and your beneficiaries.
Fiduciary Services
Ensure your assets are administered and distributed accordingly, through trusts, estates and conservatorships.
Investment Management
Entrust your investment management to professionals who are committed to your goals and objectives.
Self-Directed IRAs
Expand your investment possibilities beyond the traditional stocks, bonds and
mutual funds.
We're in Utah, for Utah — for you.
As a local leader of trust services, Bank of Utah is committed to delivering personal attention to all of our clients. A dedicated professional will work closely with you and your estate- and financial-planning team to guide you through the complexities of personal trusts and investments. Call or visit to learn more.
DISCLOSURE: Non-deposit investment products are not FDIC insured