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Cambridge Trust serves as trustee, co-trustee, agent for trustees, and agent for individuals with assets of $1 million or more. Every account is administered by a Trust Officer who works in conjunction with an Investment Officer to meet a client's particular financial needs. The Trust Officer may provide estate, gift and tax planning, as well as cash management and bill-paying services. We frequently interact with our client's attorney and accountant to provide comprehensive and coordinated planning and administration. Cambridge Trust provides full custody and bookkeeping as part of its service, including safekeeping of assets, collection of income, disbursements of funds, and tax reporting.
To schedule a meeting with a Trust Officer or to receive more information about our trust services, call Robert MacAllister in Massachusetts at 617-441-1599 or David G. Strachan, Jr. in New Hampshire at 603-778-0292, or email us.
Securities and other investment products are:
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Not FDIC Insured • May Lose Value • Not Bank Guaranteed |
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Market
Contact Us:
Call 617-441-1599
(Robert MacAllister
in Massachusetts)
Call 603-778-0292
(David G. Strachan, Jr. in New Hampshire)
Email Us
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