Investment Accounts & Services
Burke & Herbert Bank Trust Management Services
There are many reasons for setting up a Trust— protecting your estate, avoiding probate, providing funds for educational purposes, avoiding unnecessary tax consequences, charitable giving, etc.—but one thing is for sure, it is an essential part of your estate. And once established, managing and administering a Trust is equally essential.
Since our founding in 1852, we’ve continually helped generations of families manage, protect and grow their financial legacies through our Trust Management Services. As a proud part of Northern Virginia’s history, we see our Trust Management Services as more than a way of securing the prosperity of our clients, we see it as a way of ensuring the prosperity of the community. This is why we are so committed to providing a level of personal service beyond compare.
Our comprehensive Trust Management Services see to it that your trust investments continue to keep growing to meet their investment goals.
As we manage the continual growth of your trusts, we also see to the proper dispersion of funds, be it distributions to beneficiaries or just paying bills.
To learn more, visit your local Burke & Herbert Bank branch or call us at 703-684-1655 and ask to speak with an Investment Specialist.
Not FDIC Insured * Not Bank Guaranteed * May Lose Value