We take care of you through a personal trust relationship


Fiduciary Business

First American Trust clients can utilize fiduciary business services that allow for management of closely held business interests, with oversight of underlying assets. This service allows First American to oversee the continuation of a profitable business for tax and family transfer planning. Some business interests appropriate for this service comprise family limited partnerships, limited liability companies, and investment holding corporations. Typically, underlying assets include real estate holdings, such as, income producing properties, triple net leases, and mortgage loans secured by real estate. Services span review of legal documentation, inspection of real estate assets, and numerous other considerations that ensure proper management by First American Trust of such business interests.