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Trust Company List*
Trust companies are listed in alphabetical order
If you would like to add your company to this list please click here and complete the form.
Name of institution |
American National Bank |
Contact info - name |
William M. Welch |
Phone |
303-394-5125 |
Minimum acct value |
Trust $ 250,000 |
Special Expertise |
None |
Website link |
|
Name of institution |
AMG National Trust Bank |
Contact info - name |
Kevin Bervik |
Phone |
303-694-2190 |
Minimum acct value |
$500,000 |
Special Expertise |
|
Website link |
|
Name of institution |
The Center for Special Needs Trust Administration, Inc. |
Contact info - name |
Todd Belisle |
Phone |
877-766-5331 |
Minimum acct value |
No minimum |
Special Expertise |
Disability Trusts, Pooled Trusts, Third-Party Trusts, Settlement Preservation Trusts and Directed Settlement Trusts |
| Conservatorships Accepted | Yes |
| Restricted Accounts | No |
Website link |
|
Name of institution |
CoBiz Trust |
Contact info - name |
|
Phone |
720-264-5714 |
|
|
Minimum acct value |
$500,000 |
Special Expertise |
A full service trust department |
| Conservatorships Accepted | Yes |
| Restricted Accounts | Yes |
Website link |
|
Name of institution |
Colorado State Bank and Trust |
Contact info - name |
Robert J. Swift, Jr. |
Phone |
303-864-7231 |
Minimum acct value |
No restriction |
Special Expertise |
7 attorneys on staff, experienced trust administration, business succession planning, estate planning, tax services, oil and gas mgmt, farm/ranch mgmt, investment mgmt, employee benefits and IRAs |
| Conservatorships Accepted | Yes |
| Restricted Accounts | Yes |
Website link |
|
Name of institution |
Investors Independent Trust Company |
Contact info - name |
Michael E. Lammers |
Phone |
303-444-9060 |
Minimum acct value |
|
Special Expertise |
|
Website link |
www.IITC.com |
Name of institution |
Northern Trust, NA |
Contact info - name |
Kathy L. Seidel |
Phone |
303-335-1418 |
Minimum acct value |
$2,000,000 |
Special Expertise |
We have specialized expertise in real estate, oil and gas and family businesse. Our investment solutions are extremely broad and well diversified. We have over 100 years of fiduciary experience with an impressive staff of attorneys and tax specialists. |
| Conservatorships Accepted | Yes $2,000,000.00 min |
| Restricted Accounts | Yes $2,000,000.00 min |
Website link |
|
Name of institution |
Steele Street Bank & Trust |
| Contact info - name | Dan Rich |
|
Mary Rolsch |
Phone |
303-376-3881 |
| 303-376-3883 | |
| mrolsch@steelestreet.com | |
Minimum acct value |
None, min annual fee $1250.00 |
Special Expertise |
Conservatorships, Wealth transfer, retirement administration, special needs |
| Conservatorships Accepted | Yes |
| Restricted Accounts | Yes |
Website link |
|
Name of institution |
U.S. Bank |
Contact info - name |
J.T. Garcia |
Phone |
303-585-4557 |
Minimum acct value |
$1,000,000 |
Special Expertise |
High net worth, real estate, specialty assets |
| Conservatorships Accepted | Yes |
| Restricted Accounts | Yes |
Website link |
|
Name of institution |
Valley Bank and Trust |
Contact info - name |
Jan Smith |
Phone |
720-685-1696 |
Minimum acct value |
No restriction |
Special Expertise |
All types of trusts, 3 officers with over 50 years of combined experience, one has a CFP designation and another is a graduate of the ABA Trust Schools |
Website link |
|
Name of institution |
Wells Fargo Bank Trust Dept. |
Contact info - name |
Denise Lanyon |
Phone |
720-947-6740 |
denise.a.lanyon@wellsfargo.com |
|
Minimum acct value |
$250,000 |
Special Expertise |
Elder Services; Special Needs Trusts Services; Trust & Estate Services; Brokerage, Banking; Insurance; Legacy Trusts |
| Conservatorships Accepted | Yes |
| Restricted Accounts | Yes |
Website link |
|
* The companies listed are not endorsed by the Denver Probate Court but serve only to identify some of the companies in Denver that will accept fiduciary accounts.