Trust Services
First American Trust works on a collaborative basis with legal, accounting, and professional advisors to assure that all aspects of trust administration, from estate planning to settlement to conservatorships, are performed in an accurate and responsive manner.
Estate Administration
Estate Administration is the collection and protection of estate assets, the payment of estate liabilities, payment of taxes, filing paperwork and getting the right assets to the right parties
Fiduciary Business Services
Fiduciary Business Services offers management of closely held business interests held by First American Trust in various fiduciary capacities with oversight of underlying assets.
Fiduciary Real Estate Services
First American offers comprehensive services for real estate assets held in trust.
Financial Planning Services
First American offers programs created to proactively provide extended levels of financial services and planning on a tailored basis to clients.
Investment Advisory
First American offers diversified portfolio management for high net worth individuals, corporations, pension plans, endowments, and foundations.
Personal Trust
First American offers personal trust services and solutions to assist high net worth clients in defining and reaching their financial goals.
Philanthropic Advisory
First American’s Philanthropic Advisory Services provide trustee and investment management services for nonprofit organizations
Retirement Plans
First American provides comprehensive trustee and investment management services for retirement plans
