Altavista offers a full range of fiduciary and administrative services. Altavista Trust, in association with First Hope Bank N.A., operates under a national bank charter, allowing us to establish fiduciary relationships where state and local laws are most favorable to our clients. Our Trust Company’s relationship with First Hope Bank, a 100 year-old family owned national bank, provides unparalleled trust administration, accounting and discretionary decision making services for our clients.
Our principals and managers have extensive experience in the administration of trusts and estates. When we assume investment responsibility for the trusts under our administration we develop a customized investment plan, in accordance with the terms of the trust and the needs and wishes of the beneficiaries. These services are delivered in concert with the client’s legal, tax and other advisors. These services include:
- Custody of Assets
- Distribution of principal and income in accordance with the governing instrument
- Annual Accounting of Trust Activities
- Court Accountings (when required)
- Detailed Monthly Statements
- Investment Performance Measurement