CORPORATE FIDUCIARY TRUSTEE

CORPORATE FIDUCIARY TRUSTEE

Your estate plan can benefit by naming a corporate trustee. Estate plans are constructed today to address uncertainties in the future.  The final destination and use for your hard-earned assets and making sure those wishes are fulfilled is the goal. Things can change....
FINANCIAL SERVICES PROFESSIONALS

FINANCIAL SERVICES PROFESSIONALS

Have you ever worked hard to build wealth and then lost the relationship to a trust company? All successful investment advisors have had the experience of working for years, maybe decades, faithfully advising an individual or family only to see these assets...
UNION IS SPOKEN HERE

UNION IS SPOKEN HERE

Born and Living in the Taft-Hartley World. We are Union-founded, Union-owned and Union-Controlled institution–truly unique proposition in today’s environment.  But, why does this matter? Our firm, like your fund, is dedicated to providing and protecting a...
PERSONAL SERVICE FOR CUSTODY

PERSONAL SERVICE FOR CUSTODY

Looking for a Custodian Who Knows Your Name? Union Bank is Custodian for Taft-Hartley and other employee benefit plans all over the country.  As other custodians have become global behemoths, our private ownership and focus allow us to maintain a level of personal...