Experience
Our trust professionals have the experience and knowledge to address the difficult challenges that face a fiduciary.
Permanence
A corporate trustee is available to fulfill its role when circumstances such as illness, work and family responsibilities may limit an individual trustee’s ability to serve.
Impartiality
As corporate trustee, Lone Star National Bank will comply with the terms of the trust document without personal bias, whereas a family member or friend might encounter difficulties in dealing with beneficiaries impartially, or find themselves in a position that jeopardizes their personal relationship with the grantor.
Investment Skills
Our portfolio managers structure and implement portfolios and asset allocations in accordance with a defined investment philosophy specific to each account based on investment objectives, risk tolerance, tax considerations and liquidity needs.
Administrative Skills
Our trust officers and administrative staff are well-versed in fiduciary law and tax issues. Complete accounting records are maintained.
Personal Attention
At Lone Star National Bank, we pride ourselves on always being available to answer questions about the trust and its investments, address special needs as permitted by the trust and to advise on other financial and banking matters as needed.
Cooperation
We work easily and cooperatively with a family member or other co-trustee and other trusted advisers such as your tax attorney and CPA.
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