Trust Services

Protect your loved ones and plan your legacy with our comprehensive trust services. We have a local team of fiduciary subject matter experts with over 100 years of collective experience.

Schedule a complimentary consultation (510) 943-1994
Trust Services

Customized Trust Solutions

Each of our trust officers has fewer than 50 client relationships, enabling us to deliver the personal attention you’re looking for. We can work with your attorneys, accountants and financial advisors as a seamless extension of your team.

Creating a trust gives you peace of mind. Through thoughtful planning, our seasoned trust officers will work with you to design a trust that secures your legacy and protects the people and causes close to you.

Trust
Services

Let us assist you with Living Trusts, Education Trusts, Real Estate Trusts, Charitable Trusts, Special Needs Trusts, Generation-Skipping Trusts, Irrevocable Life Insurance Trusts, Successor Trustees for Living Trusts and more.
 

Portfolio
Management

Pursue your wealth objectives. Receive tailored investment strategies aligned with your goals, tolerance for risk and time frame.
 

Estate
Planning

Create a plan for protecting your assets while ensuring that your wishes are carried out with minimal expenses.
 

Custody Services

From the safekeeping of your financial assets to interest collection and tax reporting, Fremont Bank has the custody services you need.

Meet Leandro Vicuña

Our Managing Director of Trust and Fiduciary Services explains why so many of our clients have incorporated trusts into their financial planning and why it probably makes sense for you to do so as well.

Market Insights

Financial Market Update

Keep your finger on the pulse of our economic climate with Trust Services financial market analysis snapshot. Visit this page monthly for a high-value summary of what’s happening with the markets.

Value in Action

What Our Clients Are Saying

We are proud to help our clients manage and safeguard their estate plans. Let us know how we can assist you.

Left Quote
Leandro Vicuña and his team have exceeded my expectations. They consistently listen to my unique needs, apply tailored solutions and generate healthy returns for my portfolio. This partnership matters because they genuinely care about me, my family and my company. Thank you.
Jim Humphrey
Owner & President , MCH Electric

Trust Services Are Just the Beginning

Fremont Bank has a suite of banking, investment, trust and estate services to help you achieve your financial goals.

Personal Banking

Access exceptional features, convenience and perks.

Small Business

Start or support your business with all the financial services a small business could need.

Home Loans

Take advantage of great rates for purchasing and refinancing.

Trust and Investment Management Services offered through Fremont Bank:

NOT A BANK DEPOSIT NOT GUARANTEED BY THE BANK MAY LOSE VALUE
NOT FDIC-INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Fremont Bank and its representatives do not provide tax or legal advice. Each individual’s tax and financial situation is unique. Consult your tax advisor for advice and information concerning your particular situation.

Deposit products offered by Fremont Bank.