Antonini also recommends that you skip having a corporate entity, such as a bank trust department
, take on the role.
Conversely, a small bank trust department
handling mostly small portfolios may lack the resources necessary to direct a larger or more complex trust.
Koch has also worked as a Managing Director for a large institutional money manager, bank trust department
and as a financial analyst for a mutual fund complex.
Certain evidentiary issues arise when a third-party custodian, such as a bank trust department
, provides services related to an entity's investments, including maintaining custody of or investing assets.
His experience includes management of the tax and estate administration sections of a major bank trust department
, and he was the tax manager at a certified public accounting firm.
Hyman has managed the tax and estate administration sections of a major bank trust department
and was the tax manager at a certified public accounting firm.
Devonshire REIT is available for investment only through select community bank trust departments
and Registered Investment Advisors.
Under the expanded RE reporting system for banks, REE covers loans to developers of socialized and low-cost housing, loans to individuals, loans supported by non-risk collaterals or Home Guarantee Corporation guarantee, as well as investments in securities to finance RE activities and exposures by bank trust departments
investment advisors, brokers, bank trust departments
, mutual funds, hedge funds).
Most donors choose bank trust departments
or large charitable organizations that have the ability to serve as trustee.
Law firms and bank trust departments
will have their own preferred formats, and some accountants have developed their own reporting formats using spreadsheet programs.
Services extend beyond those traditionally associated with bank trust departments