Want to Work With Us?
For Financial Advisors
As an financial advisor, your goal is to help your clients build and protect their asset base. Often times that eventually means incorporating a trust into their overall strategy. Partnering with Story to offer Trust Administration as part of a competitive, full-service planning solution is a win-win for you and your client. Operating in a complementary role, our Trust Services department provides the stability of a local, regulated financial institution with considerable experience and expertise in Trust Administration that is not a competitive threat to your client-advisor relationship.
Why Partner with Story?
No competitive threat
Story does not compete with financial advisors for their core business.
Enhanced advisor/ client relationship
Our Trust department provides objective trust administration, while financial advisors deliver comprehensive investment management with the flexibility of holding client assets with their preferred custodian. We avoid any conflict of interest to the advisor/ trust relationship.
Excellent service
Story is committed to offering high quality, attentive trust administrative services, enabling advisors to concentrate on investment management and maintaining the client relationship.
Win-win solution
Partnering with our Trust Services department is advantageous for all involved, especially your client. We provide rigorous trust administration while you continue to provide outstanding financial advisory investment services. The clients receive the peace of mind that comes from knowing both its present and future assets remain in the hands of a well-rounded team of experts
Competing with large financial institutions requires financial advisors to create strategic alliances in order to offer a well-rounded portfolio of services. Story offers you a reputable, trusted name willing to work with you in a mutually beneficial partnership. While estate planning or the passing of a client could result in the transfer of funds to a traditional bank trust department and the disillusion of a longstanding, valued client relationship, this is not the case when partnering with FCB. We serve exclusively as Trustee. What’s more, your client can rest assured that their assets will be administered with the utmost professionalism in accordance with their wishes.
NOT A DEPOSIT – NOT FDIC INSURED – NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY THE INSTITUTION
For Attorneys
Why Partner with Story?
We understand your needs.
Attorneys should be able to devote their time, attention, and expertise to creating effective and enduring solutions for their clients. Story offers a complete array of trust and fiduciary expertise, including full trustee and Executer services, for:
- All types of Trusts
- trusts holding privately or closely held businesses
- specialty or non-traditional assets (i.e., oil and gas, timber, etc.) held in trust
We can strengthen your client relationship.
- Full service trust department – As a full service trust department our goal is to enhance and strengthen the client relationship that you have with your client by working with the attorney in a responsive, value-added manner. So you can concentrate on your practice, we can help you and your clients in a fiduciary capacity as trustee, executor, or as an agent for anyone serving in one of these roles.
- High quality and excellent service – Our staff has in-depth experience administering sophisticated trusts and estates including non-traditional fiduciary assets such as real estate interests, operating business interests, partnerships, oil and gas interests, and alternative investments.
We offer a team approach.
In addition to working with attorneys, we work collaboratively with other Advisors to the Trust (Accountants, Financial Planners, Insurance Agents, Investment Managers, etc.) assisting them in administering plans that are most advantageous to clients.
NOT A DEPOSIT – NOT FDIC INSURED – NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY THE INSTITUTION
For Accountants
Why Partner with Story?
Tapping the power of a holistic team.
Story whole-heartedly believes in the power of teamwork. This philosophy also extends outside our organization through collaboration with our clients and their entire team of allied professionals. We work with all the members of the team involved in the administration and management of the trust.
We understand your needs.
We know that you and every CPA want to maximize your time, attention and expertise to create effective and enduring solutions for your clients.
Story offers a complete array of trust and fiduciary expertise, including full trustee and administrative services, for:
- All types of Trusts
- trusts holding privately or closely held businesses
- specialty or non-traditional assets (i.e., oil and gas, timber, etc.) held in trust.
We’re ready to help enhance your relationships with your clients.
- We’re a full service trust department – When you leverage our comprehensive range of trust services, you are able to strengthen your client relationships because we’re trained to support CPAs in a uniquely tailored, highly responsive, value-added fashion. This enables you to concentrate on your practice, as we work hand-in-glove with you and your clients in a fiduciary capacity as trustee, executor or as an agent for anyone serving in one of these roles.
- Deep-running know-how and excellent service – FCB’s Trust Services professionals have in-depth experience administering sophisticated trusts and estates, including non-traditional fiduciary assets such as real estate interests, operating business interests, partnerships, oil and gas interest, and alternative investments.
NOT A DEPOSIT – NOT FDIC INSURED – NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY THE INSTITUTION