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Intrustment Northwest

Intrustment Northwest

金融服务

Vancouver，WA 290 位关注者

Providing Individual Worth & Dignity through Fiduciary Services.

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关于我们

A Washington State and Oregon Out-of-State Chartered Trust Company The Intrustment Northwest team is made up of professionals who have significant backgrounds in financial and human services. Collectively, their experience encompasses all areas of financial management and person-centered planning. The Intrustment Northwest team’s management philosophy ensures a consultative approach to every financial and person-centered decision, which is made through thoughtful consideration and careful oversight. With experience handling the most complex trust and person-centered services for individuals, Intrustment Northwest offers a full complement of trust services that are personalized for each client’s requirements and priorities. The Intrustment Northwest team prides itself on its ability to work closely with Executive Trust Officers in order to provide the best decision possible for each and every client. MISSION: Intrustment Northwest's mission is to enhance lives and protect assets by providing access to individual worth and dignity through trust and fiduciary services. Intrustment Northwest is local, established, and prepared to offer trust and fiduciary services tailored to each client’s specific needs. Proper care of assets begins with customized planning designed to meet the specific requirements of an individual. A comprehensive plan is developed to provide the client with what they desire in terms of investments, accounting, advising, distribution of assets, tax filings, communications with interested parties, payment of bills, filing of claims, and real estate or personal property management. OUR SERVICES Person-Centered Services: Guardian of the Person Trust Services: Probate and Testamentary Trust, Asset and Investment Management Fiduciary Services: Guardian of the Estate/Conservator Pooled Trusts: First Party Pooled Trust, Third Party Pooled Trust

网站
https://www.intrustmentnw.com
所属行业
金融服务
规模
11-50 人
总部
Vancouver，WA
类型
私人持股
创立
1992
领域
Guardian of the Person、Probate and Testamentary Trust、Asset and Investment Management、Guardian of the Estate/Conservator、First Party Pooled Trust、Third Party Pooled Trust、Special Needs Trust、Fiduciary Services、Pooled Trusts、Trust Services和Person-Centered Services

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动态

  • Managing Unique Assets: The Importance of Expertise and Oversight Trust administration often involves more than just cash and securities—real estate, collectibles, family businesses, and intellectual property require specialized expertise to ensure proper management and preservation. This article from Community Banking Connections highlights key considerations for handling unique assets, including risk assessment and long-term planning. At Intrustment Northwest, we bring decades of experience managing complex and nontraditional assets, ensuring that each trust is handled with care, compliance, and efficiency. Our customized approach provides peace of mind for beneficiaries and professionals alike. Looking for a trusted partner to help navigate unique asset management? Contact us today. #TrustAdministration #EstatePlanning #UniqueAssets #FiduciaryServices

  • Managing Unique Assets with Expertise & Care At Intrustment Northwest, we specialize in trust administration for complex and unique assets—from real estate and fine art to collectibles, intellectual property, and family businesses. Managing these assets requires more than just oversight—it demands expertise, strategic planning, and a dedicated team to preserve and maximize their value. ?? Real Estate: We ensure properties are maintained, leased, or liquidated effectively. ?? Fine Art & Collectibles: From valuation to preservation, we protect high-value assets. ?? Intellectual Property: We help safeguard and monetize patents, copyrights, and trademarks. ?? Family Businesses: We navigate transitions, ensuring stability and legacy preservation. Why Choose Intrustment Northwest? With 40+ years of experience, we offer a team-oriented approach to handling unique assets, ensuring that each decision is made with precision, care, and long-term strategy in mind. Contact us today to learn how we can help protect and manage your unique assets! #TrustAdministration #EstatePlanning #UniqueAssets #FiduciaryServices #FinancialAdvisors #EstatePlanners

  • Understanding Fiduciary Duties: Why It Matters in Trust Administration A fiduciary plays a crucial role in ensuring that a trust is managed with integrity, transparency, and in the best interest of the beneficiaries. Whether serving as a trustee, executor, or financial power of attorney, fiduciaries are bound by legal and ethical responsibilities that require loyalty, diligence, and impartiality. This article from Trust & Will provides an excellent overview of fiduciary duties and what they entail. At Intrustment Northwest, we uphold these principles every day, providing customized trust administration services that prioritize individual worth and dignity. If you're navigating the complexities of fiduciary responsibilities, we’re here to help. Contact us today to learn more about our trust and fiduciary services. #TrustAdministration #FiduciaryDuties #EstatePlanning #IntrustmentNorthwest

  • What Makes a Great Fiduciary? And How Intrustment Northwest Delivers Choosing a fiduciary is one of the most important financial decisions you can make. A great fiduciary isn’t just someone who manages assets—they are a dedicated advocate, a responsible steward, and a protector of your best interests. At Intrustment Northwest, we take this responsibility seriously. As a Washington State-chartered trust company, we provide expert trust and fiduciary services designed to safeguard assets, preserve legacies, and protect financial well-being for generations to come. What sets a great fiduciary apart? ? Integrity & Transparency – Acting solely in the best interests of clients. ? Personalized Trust Administration – Custom solutions for unique needs. ? Comprehensive Asset Oversight – Managing real estate, personal property, and business interests. ? A Collaborative Approach – Working alongside attorneys, financial advisors, and CPAs for seamless trust management. When you choose Intrustment Northwest, you're choosing a partner committed to preserving and protecting your legacy. Because every trust is more than just assets—it’s a future, a family, and peace of mind. Ready to discuss your fiduciary needs? Contact us today! #TrustAdministration #FiduciaryServices #EstatePlanning #IntrustmentNorthwest #LegacyPlanning #WealthManagement

  • Honoring Leadership & Legacy Happy President’s Day from InTRUSTment Northwest! Today, we celebrate the vision, courage, and dedication of America’s great leaders—values that continue to inspire us in our commitment to serving our clients with trust and integrity. May this day remind us all of the importance of leadership, responsibility, and forward-thinking decisions. #PresidentsDay #Leadership #TrustAdministration #InTRUSTmentNorthwest

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  • Understanding Conservatorships in Oregon & Washington When someone is unable to manage their own finances due to incapacity or disability, a conservator may be appointed to protect their assets and ensure responsible financial management. But what does a conservator actually do, and how does the process work in Oregon and Washington? In this video, we cover: ? The role and responsibilities of a conservator ? The legal process of creating a conservatorship ? Key differences between conservatorship and guardianship ? When a conservatorship is necessary ? How InTRUSTment Northwest can help At InTRUSTment Northwest, we customize fiduciary services to fit each client’s unique needs. If you or someone you know needs guidance with conservatorship administration, we’re here to help. Let’s start the conversation! Drop your questions in the comments or reach out to us today. #Conservatorship #EstatePlanning #FinancialSecurity #OregonLaw #WashingtonLaw #TrustServices #InTRUSTmentNorthwest

  • InTRUSTment Northwest Celebrates Black History Month! This month, we honor the strength, leadership, and legacy of Black Americans who have shaped history and continue to inspire the future. Black History Month is a time to reflect on the resilience, contributions, and progress made by individuals who have paved the way for justice and equity. At InTRUSTment Northwest, we recognize the importance of honoring this legacy and remain committed to serving our communities with integrity, respect, and inclusivity. Join us in celebrating and uplifting the achievements of Black leaders, past, present and future. #BlackHistoryMonth #Leadership #Legacy #Strength #InTRUSTmentNorthwest

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  • Understanding Conservatorships: When Are They Necessary? Conservatorships play a crucial role in protecting individuals who are unable to manage their own financial affairs due to age, illness, or disability. Whether for an aging parent or a vulnerable adult, having a court-appointed conservator ensures their assets and financial well-being are properly managed. This article from The Elder Law Firm provides a valuable overview of conservatorships, when they are needed, and what families should consider when seeking one. At Intrustment Northwest, we help navigate the complexities of conservatorship administration with professionalism and care. If you have questions about how a third-party trustee can assist in these situations, we're here to help. #Conservatorship #EstatePlanning #TrustAdministration #IntrustmentNorthwest #FiduciaryService

  • Plan for the Future, Protect Your Legacy An Irrevocable Life Insurance Trust (ILIT) is more than a financial tool—it’s a commitment to your family’s security and peace of mind. With benefits like: ? Reducing estate taxes ? Protecting assets from creditors ? Controlling how and when beneficiaries receive funds An ILIT helps you ensure your family’s financial future is secure. At InTRUSTment Northwest, we specialize in trust administration, offering tailored services to meet your unique needs. Watch our latest video to learn how an ILIT can protect your legacy and provide stability for generations. Ready to take the next step? Contact us today to explore how we can help. Providing individual worth and dignity through trust and fiduciary services. #EstatePlanning #TrustAdministration #FinancialPlanning #ILIT #LegacyPlanning #InTRUSTmentNorthwest #Trusts #FinancialSecurity #AssetProtection

  • Celebrating 10 Years of Excellence! Join us in congratulating Rob McMonigal, our COO & Senior Executive Trust Officer, on an incredible 10 years with Intrustment Northwest! Rob’s leadership, expertise, and unwavering commitment to our clients have played a pivotal role in shaping who we are today. His dedication to trust administration and client service continues to inspire our team and make a lasting impact on the families and professionals we serve. Thank you, Rob, for a decade of excellence! Here’s to many more years ahead. #Leadership #TrustAdministration #IntrustmentNorthwest #10YearAnniversary #Teamwork

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