Are you an attorney looking for collaborative, responsive trust services in Silicon Valley or Santa Cruz County? We can help.

We work with local estate, trust, probate and family law attorneys to offer solutions individually tailored to fit your client's personal needs and financial situation.

  • Institutional Money Managers for Trusts
  • Personal Trust Services
  • Probate (Estate) Settlement Services
  • Personal Bookkeeper (Custodian) Services
  • Trust Settlement Services
  • Charitable Trust Services
  • Irrevocable Life Insurance Trust Services

In addition to "normal and customary" services associated with acting as trustee or custodian, Raymond James Trust may also accept unusual assets, including but not limited to:

  • Closely held business interests
  • Private notes and mortgages
  • Real estate (agricultural, commercial and personal)
  • Annuities
  • Registered and Private Placement limited partnerships
  • Mineral, Oil and Gas interests

Minimum account $1 million of investable assets. Please contact us for details of services and fees.

Raymond James Trust

Raymond James Trust is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF). Raymond James Trust began in 1991 as the Raymond James Trust Company in St. Petersburg, Florida. Over the years, the company has grown to manage more than $3.1 billion in assets for clients in most of the 50 states, as well as a number of foreign countries. Under its federal charter, Raymond James Trust may act as trustee, custodian, personal representative, agent to the trustee or personal representative in a wide variety of trust and estate situations throughout the United States.

To learn why a corporate trustee may be a better choice than an individual trustee, download our whitepaper "Benefiting from a Corporate Trustee".