Trust Administration

Life-changing events can also change your perspective on your estate plan. Genesee Valley Trust Company can recommend where a trust can help meet your family’s financial needs: 

  • Living Trusts (Self) 
  • Testamentary Trusts (Family) 
  • Charitable Trusts (Individuals/Not for Profits)

Genesee Valley Trust Company is a part of your community. This allows us to take a personal, hands-on approach to meeting your financial challenges. As a New York State bank with trust powers, we can act as your designated trustee or co-trustee — and your full-service financial partner: 

  • We meet with you personally to assess your situation 
  • Implement the provisions of the guiding document 
  • Work with family members to meet their cash-flow needs 
  • Counsel family members on tax implications 
  • Create a solid investment strategy that reflects the financial needs of all beneficiaries 
  • Implement the strategy in a tax-efficient manner within the framework of the trust document

As your personal situation changes, we continually revisit your strategy to help you adapt to: 

  • Dynamic and ever-changing market situations 
  • Cash flow needs 
  • Family considerations

 

Genesee Valley Trust Company is a local firm providing Trust and Estate, Investment Management and Retirement Services to individuals, businesses, and not-for-profits in the Rochester Area.