A Powerful Collaboration
One Seamless Trust Accounting and Wealth Management Solution
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Our Bank Trust Solutions
Trust organizations are balancing increasing client expectations, growing competition for wealth management relationships, and the need to operate efficiently while maintaining fiduciary standards. AssetMark provides the investment, planning, operational, and consulting resources trust departments need to strengthen their wealth management programs and serve clients with confidence.
Whether supporting established relationships or pursuing more complex high net worth and ultra-high net worth opportunities, AssetMark helps trust organizations expand their capabilities while leveraging existing trust accounting infrastructure and workflows.
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Capabilities Designed for Trust Organizations
We support institutional wealth programs with the resources, expertise, and operational support needed to compete and grow:
- Trust accounting system connectivity
- Wealth management technology & platform support
- Investment capabilities
- High Net Worth & Ultra High Net Worth Custom Portfolio Solutions
- Trust and Estate planning support
- Tax management overlay services
- Business consulting
- Service and operational support
Trust Accounting Connectivity
Ability to connect with trust accounting systems and support existing operational workflows.
Investment Capabilities
Manager research, due diligence, portfolio guidance, and investment consulting resources to support a broad range of client needs, including high net worth and ultra-high net worth relationships.
Planning Support
Trust, estate, and advanced planning resources to help address the increasingly complex needs of affluent and multigenerational families.
Business Consulting
Guidance to help wealth progrgams grow, evolve, and operate more effectively.
White Glove Service & Support
High-touch service and operational support to help trust departments navigate complex client, investment, and administrative needs.
See How Trust Organizations Are Leveraging AssetMark
First State Bank
Creating a seamless experience with trust investments doesn’t have to be challenging. See how First State Bank delivered real-time account opening for their clients.
National Exchange Bank and Trust
See how National Exchange Bank and Trust partnered with AssetMark and Cheetah to transform decades-old processes into a unified, scalable platform built for growth.
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Resources for Trust and Wealth Leaders
Let’s Talk About Your Wealth Program
Whether you’re looking to expand investment capabilities, strengthen planning resources, improve operational efficiency, or support future growth, our team can help.
Additional Resources
The Boardroom View: 5 Key Metrics to Track for Wealth & Trust Growth
Track the five key metrics driving trust and wealth growth—asset retention, revenue yield, efficiency, fiduciary income, and client experience.
Improving Client Service and Retention: Wealth Management Solutions for Bank Trust Leaders
Discover how bank trust executives can prepare for the $124T wealth transfer with scalable wealth management solutions that strengthen retention and profitability.
Trust Departments and Wealth Firms Collaborating on Client Solutions
Trust departments and companies face growing pressure as client needs evolve. Discover how AssetMark’s tailored wealth services help address these challenges.
The Power of Outsourcing Investment Management for Trust Departments
Many trust departments find themselves stretched thin, unable to devote the time needed to nurture client relationships and grow their business. This article explores the power of outsourcing investment management.
The Great Opportunity Transfer: Implications for Wealth Management and Bank Trusts
Trillions of dollars in wealth are set to transfer from the Baby Boomer generation to their heirs, presenting a once-in-a-lifetime opportunity for financial institutions.
Why a Unified Trust and Wealth Management Solution Matters
As trust executives navigate an evolving financial landscape, the need for a unified approach to trust and wealth management has never been greater.
How to Win the Trust Talent Tug-of-War with Technology
Learn how banks and trust companies can win the talent and technology battle to drive growth and stay competitive in wealth management.
Wealth Management and Bank Trust: A Powerful Combination for the Evolving Financial Landscape
Discover the powerful combination of wealth management and bank trust for client acquisition and business growth in the evolving financial landscape. Learn how AssetMark and Cheetah are leading the way.