通过提供服务

Washington Trust provides our clients with a full array of financial services for any wealth management requirement.

投资管理服务

By combining in-house expertise with external investment capabilities, 华盛顿信托实现了最好的投资组合构建. 不像大型国有企业, our 投资管理集团 is not restricted to offering its own proprietary products and does not hold an inventory of securities. 我们与公司没有任何关系.

Our own rigorous independent research and analysis includes a selection of individual securities and best-in-class fund managers, 让我们能够发出声音, 训练有素的建议. Our independent structure places Washington Trust Bank in an elite class of Portfolio Managers who position our portfolios to be focused on our clients' requirements—and not to proprietary investment offerings.

  • 财务规划
  • 一流的选择
  • 全球投资专业知识
  • 没有佣金或高额共同基金
  • 没有自营或“专属”共同基金
  • 没有安全库存出售
  • 无基金或公司关联

慈善及非营利性机构

Washington Trust Bank provides investment advisory and management, policy creation and reporting and custody responsibly for public and private charitable organizations that include community-based organizations, 私立学校, 大学及医院基金会, religious-affiliated捐赠基金, 以及私人家族基金会. 我们可以作为受托人, and will provide your entity with expert financial services to ensure the preservation of assets under your organization’s or family's stewardship.

  • 私人基金会
  • 家庭信托
  • 公共基础 & 养老
  • 非营利性咨询
  • 董事会治理
  • 计划给
  • 捐赠的劝告

房地产结算

房地产和解包括一个要求, complex administration with the success dependent upon the expertise, 被任命的受托人的技巧和判断. 通过您的信任或遗嘱, we ensure all of the legal aspects of administration are fulfilled as required.

我们管理地产的资产(bte365官网财产), 房地产及投资), working diligently to minimize the impact of federal and state taxes. 在华盛顿的信任, we go beyond fulfilling the legal requirements of estate settlement; our professional representatives combine experience, expertise and strong communication with heirs and family members, keeping all interested parties informed at every step of the settlement process.

Our skilled officers successfully administrate the most complex estate situations, always ensuring sensitivity and consideration to family values and personal situations.

  • 开放和管理遗嘱
  • 识别、保护、评估和管理资产
  • 支付最终的账单和费用
  • 申报最终所得税
  • 准备的计算
  • 将财产分配给继承人
  • 近房地产

信任管理

As a corporate trustee for over 100 years, we offer a full range of trust services. Our hallmark is exceptional administration with a highly personalized and confidential approach. Each trust is assigned a local trust officer who specializes in its unique requirements, who generally resolves even the most complex inquiries within hours. Our clients work directly with a trust officer and client support team member, and possibly other experts on our team as appropriate to coordinate unique requirements.

除了我们的投资, 税务和规划专业知识, we are highly sensitive to the personal communication and sensitivity required for individuals and multiple interests for whose benefit a trust has been established.

  • 资产保护
  • 婚姻，信用庇护和绕过
  • 激励的基础
  • 人寿保险
  • 特殊需要
  • 业务操作 & 农业管理

家庭办公服务

Our 家庭办公服务 provide financial administration to manage the financial complexities and interests of a multi-generational family in one place. For high-net-worth families with inherited wealth considerations, our administration ensures family wealth benefits from one overseeing advisor, 华盛顿信托家庭办公室服务.

Our experts work closely to integrate family values and financial objectives with our sound financial planning advice. Washington Trust Bank maintains confidential knowledge of each family’s overall financial situations, their ongoing distinctive needs and their identified family objectives as we administrate family wealth.

作为一家拥有100多年历史的家族银行, Washington Trust understands the benefits and challenges of family wealth management. 我们的先进的管理, 以最高机密传递, 确保我们服务的家庭的财务连续性.

  • 管理多代的利益
  • Sale-of-business管理
  • 房地产管理
  • 私人基金会
  • Trust administration; dynasty and generation skipping administration
  • 集中资产管理
  • 房地产和农业管理
  • 家庭会议促进/冲突管理
  • 财务规划
  • 资产和现金分配管理
  • 慈善规划服务
  • 保留记录

Individual 退休 Planning and Employee Benefits Administration

Washington Trust provides retirement plan administration that includes corporate trustee, custody and investment management for qualified retirement plans as well as Individual 退休 Account (IRA) administration and financial planning for individuals. Our expertise provides insight and adherence to the changing regulations and requirements within the administration of complex retirement and benefit plans.

知情的员工做出知情的决定, so it’s important we provide businesses the best practices to meet their requirements. We understand that retirement plans are not a commodity offering—communication and financial education are critical for plan participants as they work toward their goals for retirement.

  • 养老金
  • 401(k)

托管服务

Safety along with timely and accurate processing of all account transactions is the foundation upon which our custodial services are based. 对于有这样要求的客户, 我们将托管资产的法院强制法律和解, 销售业务, 具体举办时间, or other considerations that warrant the safety and soundness of Washington Trust.

作为公司受托人, Washington Trust administrates the complex legal structures of significant settlements. Quite often these settlements include hundreds of participants under court jurisdiction.

Attorneys and judges recognize our expertise as we are selected to custody and safely administrate settlement situations.

  • 证券托管
  • 企业托管