Trustee and Co-Trustee Services
Get help and professional management services for trust assets.
Turn to us for the service and experience you need
Being named as trustee can be quite a compliment, and in many ways it is; however, serving as a trustee comes with many responsibilities and requires a significant time commitment. It is not uncommon for people who are named as an individual trustee to be uncomfortable in their new role. Managing a trust is often a full-time job and you might be too busy with your own affairs to manage it properly. An inexperienced individual can make an innocent mistake that can cost the beneficiaries thousands of dollars and/or expose the trustee to personal liability. Here’s what we offer.
Experience and Resources
We’re the first bank in Hawaii to provide a full complement of trust services. Our trust professionals bring a wealth of experience to every trust they administer, and are able to provide you with investment advice and a wide range of resources (including services in tax, accounting, and real estate management).
Our investment officers have many years of experience managing trust assets. With their collective knowledge, experience, and resources they will recommend the investment strategy that best meets the requirements of the trust, the laws that govern trust investments, and the needs of the beneficiaries.
Our administration team works together for you seamlessly. You won’t need to worry about your primary contact at the bank being unavailable—we’ll respond to your needs immediately.
First Hawaiian Bank is objective and neutral. A family member or family friend can sometimes find it difficult to be impartial.
Peace of Mind
Your life will be easier because you have a team of experts who will remain objective and professional in the full-time administration of the trust and its assets.
Ready to learn more?
Our Wealth Management experts are ready to chat.
First Hawaiian Bank’s Wealth Management Group provides investment advice and financial products and services through First Hawaiian Bank. First Hawaiian Bank does not provide tax or legal advice.
|Investment advice, annuity, and insurance products are:
NOT INSURED BY FDIC OR ANY GOVERNMENT AGENCY • MAY LOSE VALUE • NOT A DEPOSIT • NOT GUARANTEED BY FIRST HAWAIIAN BANK