Burke & Herbert's Trust Department adheres to the highest standards of fiduciary duty. By exercising integrity, prudence and responsiveness we have earned the confidence of our customers by doing genuine good for them, their families and their causes. We offer you highly personalized service, meet with you one-on-one to review your goals and objectives.

Please click here to request additional information or schedule an appointment, or call 703-549-6600 and ask to speak to the Trust Department.
Here is a brief summary of our services:

Trust Administration
  • Investment management
  • Distribution of funds & bill-paying
  • Protection of beneficiaries
  • Minimize tax liability
  • Preserve family holdings
  • Record-keeping services
Estate Administration
  • Collect assets & information
  • Calculate debts & claims
  • Determine and pay taxes
  • File required court accounts
  • Distribute assets
Trust Real Estate Services
  • Maintenance & repairs
  • Bill-paying
  • Property Inspections
  • Appraisals
Retirement Planning
  • Manage IRA accounts
  • Manage profit-sharing plans & money purchase plans
Questions? Please call the Trust Department at 703-549-6600.


Investments
Not FDIC Insured • Not Bank Guaranteed • May Lose Value


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