Services

We work with clients as partners in planning, managing and protecting their financial lives.

We are one of the nation’s first independent trust companies. Since 1975, we have worked closely and confidentially to help clients achieve their goals.

We have learned from experience that every family confronts a predictable sequence of needs and challenges throughout the arc of their lives. When developing a relationship with Kanaly Trust, you can count on us:

  • To help you develop a financial plan as your road map for the future
  • To manage your assets with these objectives in mind
  • To give you the benefit of our experience in estate planning
  • To be the provider of trustee and executor services every family blessed with wealth eventually requires

In essence, delivering Wealth with Trust through all the phases of your life.