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Trust Services

Protect what matters most. We’re here to support you and your family at every step, helping you see the full picture with clarity and confidence.

Your Trust in Us Is Well-placed

Your future — and your family’s — deserves stability and care. At Civista, we help you create and administer your trust according to its terms, helping ensure your wealth is managed and transferred in alignment with your intentions.

As a corporate trustee, we combine exceptional investment management with dependable trust administration and estate settlement services. Our role is to carry out your wishes accurately, giving you greater confidence in the legacy you’re building.

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Foundations and Special Trusts

Our custom approach allows us to meet the needs of foundation and charitable endowments, as well as guardianship and special needs trusts.

  • Foundation & Charitable Endowments
    • Civista Wealth Management provides personalized investment management and administrative services for private foundations, endowments, and charitable organizations. Our investment management performance is verified by Global Investments Performance Standards (GIPS®).
  • We provide precise risk-adjusted performance data that nonprofit boards require, and can also assist in:
    • Formulating investment policy statements
    • Providing personalized administrative services
    • Collecting and processing grant proposals
    • Preparing award letters.
  • Special Needs Trusts
    • We will work closely with the courts and the individual’s guardian(s) to ensure the appropriate distribution of funds. Our experienced advisors deliver risk appropriate investments and timely communication, providing peace of mind and understanding for both the beneficiary and guardian.

Connect With a Financial Expert

Our wealth management professionals are here to help you build a plan that supports your goals. Find your local relationship manager and start shaping your financial strategy today.
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