As you all know, we launched our wealth management division in 2009 to offer high touch products and services that have historically been limited to larger national institutions. As a community bank, Umpqua is equipped to offer these services at a much more intimate level for our clients, while providing the reliability, accessibility and returns our clients expect.
I’m pleased to announce that in response to customer feedback we are expanding our wealth management division to include trust services. Umpqua Trust Services is a strategic alliance with New York Private Trust Company, a Delaware charter. Our trust services will serve high net worth families and individuals with a comprehensive suite of fiduciary solutions.
We’re certainly proud of this addition and look forward to advising current and future clients. At Umpqua, it’s not about banking as usual. It is about a more human approach offering customized financial products and wealth management services tailored to meet individual client needs and aspirations.
I welcome you to read more about Umpqua’s trust services by visiting umpquabank.com or calling 1-877-544-1110 or 503-727-4170.
EVP Wealth Management Division