Process

INTERVIEWS
check A meeting with the client is essential for getting to know their profile and financial expectations.
INFORMATION
check Analysis we work with great detail to define realistic expectations.
DEFINING GOALS
check StateTrust Bank designs personalized plans to reach specific financial goaLs.
RECOMMENDATIONS & SOLUTIONS
check We develop investment products and strategies adapted to goals and risk level.
IMPLEMENTATION
check We execute the plan in a reasonable amount of time.
MONITORING & REPORTS
check Consolidated portfolios account statements and periodic reviews keep customers informed.
PRIVATE BANKING

Private Banking is the customized service provided by StateTrust International Bank & Trust, LLC., to assist clients in the management and growth of their wealth.

This objective is achieved through two fundamental steps:

StateTrust International Bank & Trust LLC, offers a broad selection of products and services to meet our international clients Private Banking needs.  These include:

pdf