Protecting Your Hard-Earned Success
A trust helps ensure that your hard-earned success is preserved, protected and distributed just as you wish. It’s your legacy. So you can’t leave your trust account to just anyone. You want someone who knows you. Knows your objectives. Knows your total financial plan.
Why Choose Civista?
As a corporate trustee, Civista offers exceptional investment management experience with dependable trust administration and estate settlement services. You choose the services you wish us to perform. Most importantly, we provide an unbiased service. You can rely on us to carry out your wishes and assist beneficiaries every step of the way.
Building Solid Foundations and Special Trusts
Civista also uses its custom approach to meet the needs of foundation and charitable endowments, as well as guardianship and special needs trusts. We get to know each organization – whether it be a charity, church or other non-profit – and its unique goals.
We also handle the financial responsibilities of those who are unable to help themselves as a financial guardian for court-ordered guardianships.
Civista Wealth Management provides personalized investment management and administrative services for private foundations, endowments and charitable organizations. Our investment management performance is verified by Global Investments Performance Standards. Learn why GIPS verification matters.
We provide precise risk adjusted performance data that nonprofit boards require.
We can also assist in formulating investment policy statements and providing personalized administrative services, collecting and processing grant proposals and writing award letters.
Special Needs Trusts
As a financial guardian we will work closely with the court and guardian of the special needs individual for the appropriate distribution of funds. Our experienced advisors deliver risk appropriate investments and timely communication, providing peace of mind and understanding for the beneficiary and guardian.
