Trust Capabilities

For clients who have named Stifel Trust Company as successor trustee of a revocable, irrevocable, or testamentary trust, our experienced and impartial trust professionals will step in to handle the responsibilities of your trust. Our proven service model enables us to deliver high-quality trust services in a high-touch manner.

Stifel Trust can help clients who are named as trustee for their parents’ or other loved ones’ trust fulfill their responsibilities.

Each account at Stifel Trust is assigned to a dedicated Trust Officer and Investment Officer. These professionals are backed by teams of operations and support specialists, investment analysts, and legal advisors. Of course, your Stifel Financial Advisor serves as the trust relationship manager.

Stifel Trust is experienced in the administration of Supplemental Needs Trusts. These trusts contain special provisions specifying that trust assets are to be used to supplement, and not replace, the governmental assistance.

Stifel Trust is able to help you fulfill your philanthropic goals by serving as trustee of a charitable trust. A person can create a charitable trust during his or her lifetime, or create one under a will or trust document that takes effect at death.

Each Stifel Trust relationship has an Investment Officer who is responsible for portfolio management and fiduciary oversight. We work in a collaborative fashion with your Stifel Financial Advisor to develop a custom investment plan designed to achieve the trust’s financial goals.

Accomplish estate planning goals related to family businesses and concentrated positions.

Designed to last multiple generations with significant economic benefits for families.

Designed to last multiple generations with significant economic benefits for families.