Trust Administration
As a Bank of Albuquerque trust client, you have access to a world of special services that help you with the challenges of managing your money—no matter what you need. You can count on our ability to handle routine and time-consuming chores, such as regular payment of bills, filing of medical claim forms, coordination of healthcare needs and income collection. Our services also include assistance with the financial intricacies that come with unanticipated life events. For example, should you need help managing real estate or oil and gas properties; you can rely on the professionals at Bank of Albuquerque.
The Trust Advantage
- Nationally Recognized Investment Performance
- Highly Specialized and Experienced Personnel
- Unbiased Financial Advice
- Customized Service Programs
- Innovative Tax Strategies
- Planning and Settlement Services
- 24 Hour Account Access
- Confidentiality
Whether your financial needs are commonplace or complicated, we have the resources and experience to manage your finances and trusts successfully.
Investment Management for Trust
We have served as investment advisor for our clients since 1949, using our highly disciplined investment approaches to manage trust assets.
Individual Retirement Accounts
Deciding where to invest funds from a tax-deferred retirement plan rollover can be confusing. Our Wealth Management Team can give you peace of mind by rolling those funds into an Individual Retirement Account (IRA). As an IRA Trustee, we can help control your taxes, protect inheritance dollars and manage the IRA investment within the context of your overall financial picture.
Personalized Trust Administration
Dependable administration of trusts, including distributions to beneficiaries, tax filings, bill paying and detailed financial records, is handled by professionals experienced in dealing with the family issues associated with wealth accumulation and transfer.
Mineral Management
A national leader in Mineral Management, our professional Oil & Gas staff, provides services to many trusts, banks, foundations, universities and oil companies throughout the United States.
www.pfsproperties.com
Real Estate Property Management
Experienced professionals provide complete property management services for a variety of residential, commercial, farm and ranch properties held as assets by trusts, banks, foundations and universities around the United States.
www.pfsproperties.com
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