Institutional Trust Services

Comprehensive institutional trust services you can rely on

Our institutional trust services

Our experienced team builds and implements a plan for your organization using a mix of services.

Institutional Asset Management

Use our asset wealth management services to create an investment policy and monitoring plan for your organization's funds that align with your financial benchmarks and goals.

Learn more about institutional asset management

Retirement Plan Services

Acting as your fiduciary, our team provides deep research and analysis to help you select the right retirement plan for your business so you can attract and retain top talent.

Learn more about retirement plan services

Charitable Advising Services

We can help you design a customized program that maximizes your fundraising impact, effectively manages your assets for long-term success and eases your administrative operations—all to continue your organization's mission.

Learn more about charitable advising services

Institutional Custody Services

Our team can help meet your custody service needs, including securities safekeeping, trade settlements, corporate actions monitoring, and income collection and distribution. Escrow agent services are available for the movement of assets in business acquisitions and leasing.

Learn more about institutional custody services
Benefits of Working With Us

Experience from coast to coast

With an increasingly complex financial landscape, organizations are looking for advice and solutions that help them achieve results while managing risk. Our experienced team partners with your leadership to optimize your competitive advantage through efficient investment practices.

  • We'll help you manage costs and financial risk, as well as navigate future changes like new regulations and tax code updates
  • As a family-controlled bank, we've been building positive relationships with families, organizations and communities since 1898
  • Our team of institutional consultants serves clients across the country
Institutional Trust Services FAQ

People often ask us

Institutional trust is a type of trust that's not associated with a sole individual. In this specific case, the grantor could be a corporation, nonprofit or government agency.

Institutional trust encompasses a range of services that are available to public, private and nonprofit organizations, including investment oversight, asset management and retirement plan services.

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Your investments in securities and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value.  They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested.

About the Entities, Brands and Services Offered: First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. ("FCIS"), a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisors. Certain brokerage and advisory products and services may not be available from all investment professionals, in all jurisdictions or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender, and SVB, a division of First-Citizens Bank & Trust Company. icon: sys-ehl

All loans provided by First-Citizens Bank & Trust Company and Silicon Valley Bank are subject to underwriting, credit and collateral approval. Financing availability may vary by state. Restrictions may apply. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs and underwriting policies are subject to change without notice. This is not a commitment to lend. Terms and conditions apply. NMLSR ID 503941

For more information about FCIS, FCAM or SVBW and its investment professionals, click the links below:

FirstCitizens.com/Wealth/Disclosures

SVB.com/Private-Bank/Disclosures/Form-ADV

See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.