The formal Trust is a highly flexible financial tool. It allows the grantor complete control of how assets are to be used and distributed. The expertise of Coconut Grove Bank Trust Department's professional investment and management team is provided both during one’s lifetime and for heirs in the future. Upon the grantor's death, the trust may continue for the benefit of the family, thereby eliminating costs and delays of probate.

 Features Benefits
Independent professional consultation and management Asset protection and management.
Minimize taxes.
Avoid probate.
Reduce taxable estate.
Provide for beneficiaries post mortem.


Getting Started:
For additional details and restrictions or to open an account, please visit your local Coconut Grove Bank Branch Office.
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