WEALTH management SERVICES
With our extensive suite of wealth planning solutions, investment management services, and private banking offerings, your Bryn Mawr Trust team can help you manage every aspect of your financial world, creating a cohesive strategy that aligns with your personal and professional goals and aspirations.
Bryn Mawr Trust takes a holistic approach to wealth planning, helping you secure your financial future through our unique wealth planning solutions, personalized service, and customized advice, delivered locally by professionals you can trust.
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Financial and wealth planning
Our 7-Step Financial Planning Process considers all aspects of your financial well-being for an all-encompassing approach centered around you and your life goals.
- Retirement Planning
- Business Succession Planning
- Estate Planning
- Wealth Transfer
- Insurance Review
- Education Funding
- Tax Planning
- Charitable Giving
Please Note: The scope of the services to be provided depends upon the needs and requests of the client.
INVESTMENT MANAGEMENT
We develop investment portfolios tailored to your situation, timeframe, and financial objectives. Our investment process connects your financial plan to your future, utilizing a range of investment options that can include the opportunity to invest consistent with your values.
- Portfolio Allocation
- Private Equity
- Global Investment Strategy
- Income Strategies
- Consolidated Reporting
Private banking
We offer flexible deposit and credit solutions tailored to your unique needs, delivered locally with concierge service, focused on helping you to streamline your financial life.
- Deposit Services
- Lending Solutions
- Cash Management
TRUST & ESTATE SERVICES
The experts at Bryn Mawr Trust can help guide your legacy, protect your loved ones, pass down your assets tax efficiently, and effectively administer your estate.
- Trust Administration
- Fiduciary Services
- Estate Administration
- Asset Protection
FAMILY OFFICE SERVICES
Your family can benefit from an independent and exclusive resource to help you navigate the daily complexities of your finances while you focus on your priorities.
business planning
When you run your own business, you want to make sure you and your employees have the opportunity to save for retirement. Bryn Mawr Trust can assist your organization with retirement planning solutions and fiduciary services, backed by a depth of expertise. Gain clarity and confidence in your financial future through our broad range of personalized wealth planning solutions.