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SANTA BARBARA, California – A new trust and fiduciary services firm, the Santa Barbara Trust Company, has opened its doors in downtown Santa Barbara, spearheaded by a team of financial services professionals with extensive ties to the community.
Born from a deep appreciation for the Santa Barbara lifestyle, Santa Barbara Trust Company aims to serve families who share values of personalized service, attention to detail and community-focused living. Whether clients are local or enjoy the Santa Barbara way of life from afar, they are welcomed into a practice founded on respect for history, continuity, family and local connections.
The new firm offers a full suite of services to help clients ensure their long-term goals for their wealth are achieved and that their loved ones are protected. Services include professional execution of trust agreements and agent-for-trustee services, management of revocable and irrevocable family trusts, estate settlement, asset management, custodial services and investment oversight…