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Protect your legacy

Foundations Bank partners with financial experts that bring you trust and estate planning services. They take pride in their custom service, helping high-net-worth individuals protect their family and business assets.

To schedule a free consultation, call your Foundations Retail or Commercial Private Banker. And open the door to these benefits:

Impartial, custom advice

With no obligation to sell a particular product, our partners provide unbiased recommendations and strategies focused on your specific interests. Services include:
  • Revocable, irrevocable, charitable and testamentary trust services
  • 401(k) services
  • Court-appointed guardianships and conservatorships
  • Trusteeship of irrevocable life insurance trusts
  • Tax-sensitive investing
  • Generational wealth management

Call your Foundations Retail or Commercial Private Banker to get started!

Services offered through special 3rd party resources are not insured by the FDIC or by any federal government agency; are not a deposit or other obligation of, or guaranteed by, Foundations Bank or Generations Bancorp, Inc.; and are subject to investment risks, including possible loss of the principal amount invested.