Your vision.
Creating a plan with you at its core
Neuberger Berman Trust Company, founded in 1994, offers comprehensive wealth planning and fiduciary services for individuals and institutions.1 As a client, you can benefit from the team’s capabilities in trust and estate planning, which includes its tailored approach to partnering with you and your advisors for integrating appropriate investment strategies. The trust company serves clients nationwide and can provide access to favorable trust laws through two trust companies headquartered in New York and Delaware.
$12bn
Trust Assets Under Administration2
28
Fiduciary Professionals
3,195
Total Trust Accounts
Advice Across Generations
Wealth Planning
Estate Planning – Create a customized estate plan to meet your financial and legacy goals
Tax Planning – Ensure that federal and state tax issues are appropriately considered in light of your circumstances
Life Insurance – Mitigate risk for income replacement and estate planning purposes
Philanthropy – Develop a strategic charitable plan for current and future generations
Wealth Education – Consider your core philosophical values and how best to pass along to the next generation
Tax Planning – Ensure that federal and state tax issues are appropriately considered in light of your circumstances
Life Insurance – Mitigate risk for income replacement and estate planning purposes
Philanthropy – Develop a strategic charitable plan for current and future generations
Wealth Education – Consider your core philosophical values and how best to pass along to the next generation
Fiduciary Capabilities - Individuals
Trustee Services
Estate Services
- Safeguarding and custody of trust assets
- Balancing beneficiary interests
- Investing trust assets
- Asset record keeping and distribution
- Income tax planning and filing
- Ongoing oversight and supervision
Estate Services
Fiduciary Capabilities - Institutional
Outsourced Chief Investment Officer (OCIO)
- Serve as fiduciary investment advisor, including under a 3(38) structure, and can also act as trustee
- Access to a full range of investment solutions from Neuberger Berman and select unaffiliated portfolio managers and products
- Robust manager research and selection process, including ongoing due diligence on platform managers
- Facilitate investment policy design and maintenance
- Potentially mitigate personal fiduciary liability for committee members and business owners
- Risk management oversight
- Performance reporting and analytics
Collective Investment Trusts (CITs)
Specialty Fiduciary Services
Meet the team
1 The Neuberger Berman Trust Company is a trade name used by Neuberger Berman Trust Company N.A., established in 2010, the Neuberger Berman Trust Company of Delaware N.A, established in 2010, and its predecessor entities, which were established in 1994.
2As of December 31, 2023.
This material is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This material is general in nature and is not directed to any category of investors and should not be regarded as individualized, a recommendation, investment advice or a suggestion to engage in or refrain from any investment-related course of action. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. Investing entails risks, including possible loss of principal. Investments in hedge funds and private equity are speculative and involve a higher degree of risk than more traditional investments. Investments in hedge funds and private equity are intended for sophisticated investors only. Environmental, social and governance (ESG) factors are one of many factors that may be considered when making investment decisions. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.
Firm data, including employee and assets under management figures, reflect collective data for the various affiliated investment advisers that are subsidiaries of Neuberger Berman Group LLC (the “firm”). Firm history and timelines include the history and business expansions of all firm subsidiaries, including predecessor entities and acquisition entities. Investment professionals referenced include portfolio managers, research analysts/associates, traders, product specialists and team-dedicated economists/strategists.
Services provided by the members of your NB Private Wealth team may be provided in their capacities as registered representatives of Neuberger Berman BD LLC (“NBBD”), a registered broker-dealer, or in their capacities as supervised persons of NBIA, a registered investment adviser. Wealth planning services are provided by NBBD. Wealth analyses and wealth planning analyses are intended solely for informational and discussion purposes to educate investors on financial topics and help investors better understand their financial profile and evaluate possible options. They are not financial plans and Neuberger Berman does not offer financial planning services. A wealth analysis or wealth planning analysis is a one-time analysis and Neuberger Berman does not undertake to provide any ongoing or periodic review, follow-up or monitoring of any of the topics covered in the analysis. The analysis and any related discussions do not constitute investment advice and are not part of any investment advisory or fiduciary services offered by Neuberger Berman or its affiliates. A client should not base major life decisions, such as retirement and spending goals, solely on the analysis. Philanthropic Services are provided as a courtesy by the Neuberger Berman Foundation and are for informational and discussion purposes only. Neuberger Berman is not acting in a fiduciary capacity or recommending any specific philanthropic or charitable activities. Recipients of Philanthropic Services should consult their own tax or legal advisors before implementing any philanthropic or charitable activities.
Tax planning, trust and estate administration services, and fiduciary services are services offered by Neuberger Berman Trust Company. “Neuberger Berman Trust Company” is a trade name used by Neuberger Berman Trust Company N.A. and Neuberger Berman Trust Company of Delaware N.A., which are affiliates of Neuberger Berman Group LLC.
Neuberger Berman Investment Advisers LLC is a registered investment adviser and an affiliate of Neuberger Berman BD LLC, a registered broker-dealer and member FINRA/SIPC. The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.