When you've worked a lifetime to build a business or your personal wealth, you want to do everything possible to protect it for your family and future generations. Through First Niagara's Trust Department, Trust Officers can help you develop a plan to reduce the impact of taxes, meet your retirement needs, and identify charitable giving strategies. We'll review your situation and help you design a plan to achieve the desired goals and wishes for your estate. Working with your attorneys and other advisors, we can help translate your goals into a practical, effective plan that fulfills your aspirations for the future.

Investment Management Services

• Professional Money Management
• Disciplined Approach
• Personalized Service
• Safekeeping and Recordkeeping

Trust Services

• Trust Under Will
• Trust Under Agreement
• Charitable Giving
• Life Insurance Trust

Estate Settlement Services

• Estate and Will Planning
• Corporate Executor
• Asset Inventory/Custody/Safekeeping
• Income/Estate Tax Preparation
• Accounting to Clients and the Court

Custody Accounts

• Safekeeping
• Trade Settlement
• Bill Paying
• Income Collection
• Reporting (Statements)

Trust and investment advisory services provided through First Niagara Bank.