Providing for the long-term financial needs of your family or organization means paying careful attention to your investments now and creating an investment management plan that survives you. At Argent Trust, we work with you to design and administer a plan to take care of your interests for many years to come.
With the experience that comes from decades of trust management, our advisors are uniquely qualified to manage and handle the administration of your family, corporate or institutional trust; asset custodial services; and estate settlement.
With a personal advisor who works closely with you and is backed by a wealth of resources, you will get unbiased financial counsel and the comfort of knowing that our primary objective is protecting and growing the ongoing value of your estate or endowment.
Besides managing personal and institutional trusts, Argent Trust’s full spectrum of administrative services includes estate settlements, trust administration, custody services, trust accounting, tax review and reporting, record keeping services, portfolio management, investment risk consulting, mineral management and customized management services.
“Clients trust our advisors because our advisors offer expert advice backed by a team and a wealth of resources. We are all part of the same team. A team that can make decisions for our clients.”
Estate planning is a complex field that covers many areas, including wills, trust, insurance, accounting, business continuation, estate and gifting taxes. It can be very difficult to locate one person who is a trained and licensed professional in all of these areas. Often the best solution is to work with an estate planning team. A financial advisor, a trust administrator, an attorney and a CPA are possible members to make up your team. As your fiduciary, it is our duty to ensure that every decision made on your behalf represents your best interest whether we are your decision maker or coordinator of those decisions. At Argent, our financial advisors work closely with attorneys and CPAs to design a strategy that will help manage, grow and protect your estate. We will assist you in creating an estate plan that will ensure that assets are transferred to the next generation or to organizations with the least amount of tax.