Trusts and Estates
Rely on our prudent, experienced trust and estate specialists to help you define, plan, and carry out your legacy.
Huntington Private Bank® has been managing trusts and estates of all sizes, configurations, and complexities for more than half a century. Our knowledge and experience can offer distinct advantages. Let us help you create and execute your wealth transfer plans - during your lifetime and for generations to come.
Careful Oversight and Support
From administering multi-generational estate planning, business succession, asset protection strategies, and solutions for family members with special needs, our advisors can assist with the following:
- Providing for growth, continuation, and transfer of personal wealth
- Serving with you as a co-trustee of a family trust or serving as your agent
- Managing your financial interests if you are unable
- Providing financial education and services for dependents or beneficiaries
- Settling or administering a loved one's estate
- Gifting to your children and grandchildren, including education funding
- Optimizing your charitable intent with charitable giving, charitable trusts, endowments, and foundations
Looking Out for You
Working in conjunction with your legal, tax, and investment advisors, your local advisor can assist with developing a personalized strategy to take care of what's most important to you now and what you want to take care of in the future. Along the way, we'll help you make informed decisions and provide timely solutions.
Supporting Your Legacy
To help safeguard your assets and manage their distribution, our specialists judiciously oversee revocable and irrevocable trusts, implement clear-sighted estate settlements, and offer reliable trust administration in strict accordance with your wishes.
As a Private Bank customer, you need services to help you manage your wealth effectively—and that includes tools you can use digitally.
Banking & Investing News
When it comes to making sound financial decisions, it’s important to take current financial events into account. Find recent and relevant financial updates and opinions here.
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Huntington Private Bank® is a team of professionals dedicated to delivering a full range of wealth and financial services. The team is comprised of Private Bankers, who offer premium banking solutions, Wealth and Investment Management professionals, who provide, among other services, trust and estate administration and portfolio management from The Huntington National Bank, and licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. Huntington Private Bank® is a federally registered service mark of Huntington Bancshares Incorporated.
The Huntington Investment Company is a registered broker-dealer, member FINRA and SIPC, and a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated.
Certain insurance products are offered by Huntington Insurance, Inc., a wholly-owned subsidiary of Huntington Bancshares Incorporated, and underwritten by third-party insurance carriers not affiliated with Huntington Insurance, Inc.
Trust and certain investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated.