Wealth Management & Trust, Built on Relationships

We manage portfolios aligned with your goals, time horizon, and risk tolerance. This includes equities, fixed income investments, and cash strategies tailored to your needs.

Our team provides ongoing oversight and consistent guidance to help you stay on track—whether planning for near-term needs or long-term growth.

For business clients, we also manage pledged accounts supporting loans and letters of credit.

We serve as financial trustee for a range of trust structures, including revocable and irrevocable trusts, providing ongoing trust administration and oversight. Whether establishing a new trust or stepping in to administer an existing one, we meet you where you are.

Our team also acts in fiduciary roles such as financial power of attorney, providing additional support when needed—including bill payment, account management, and serving as a reliable point of contact for clients who may not have a nearby family.

When clients name Bank of Marin as successor trustee, we handle financial and administrative responsibilities after their passing, helping ease the burden on family members.

We can also connect clients with experienced estate planning attorneys if a plan is not yet in place.

Our estate settlement and administration services include asset collection and valuation, coordination of sales or liquidation, fulfillment of specific bequests, and account closure.