Purpose of a Trust
Using trusts to protect and preserve the financial interests of loved ones has been a popular practice in our country for nearly two centuries. Once available only to a privileged few, trusts have become a widely used means of privately preserving wealth for future generations.
Families with substantial accumulated assets are faced with important investment, tax and inheritance issues that affect not only the immediate family, but future generations as well. Establishing a trust enables these families to minimize taxes and to provide a secure financial environment for their survivors and heirs according to a plan that they design and control.
Role of a Trust Company
A trust company's main responsibility is to ensure that your financial plan is carried out and your family's wealth is professionally managed over the generations. A trust company provides the expertise, independent judgment and management continuity that cannot be guaranteed by a family member or friend for such a long-term responsibility.
Regions Morgan Keegan Trust Philosophy
Regions Morgan Keegan Trust's philosophy is to help affluent individuals and institutions grow, protect and share their wealth over the long-term. Service is delivered according to a mutually approved service plan, which is renewed annually.
We believe in delivering unparalleled service and that's why we assign a senior trust officer and trust administrator to every relationship. Other specialists assist with investments, trading activity and cash movements. This planned and concentrated approach to account administration and investment management means that each account receives ongoing, individualized attention from highly experienced professionals in the trust and investment management fields.
Regions Morgan Keegan Trust combines this high level of customized service with excellent trust accounting and reporting technology. Our state-of-the-art accounting and reporting system provides more sophisticated, yet customer-friendly reports and account activity summaries.
Our approach is different because:
- It is based upon the strong foundation of understanding developed between the trust officer and client.
- Clients provide guidance and instructions to be followed by their trust officer.
- Regions Morgan Keegan Trust is focused on the performance of investment products and provides regular reporting on this performance.
The full resources of the South's premier investment firm and the expertise of experienced, knowledgeable trust professionals are brought together in Regions Morgan Keegan Trust. We enhance the trust relationship by providing:
- Access to a knowledgeable, well-trained and highly experienced, permanent staff of trust and investment professionals
- Actively managed, performance-driven portfolios maintained by a select group of investment managers
- Customized, goal-oriented administrative service
