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The Trust & Investment Division was
established to meet our clients' needs for professional wealth
management, trust and estate administration, and related
fiduciary services. We are committed to providing our clients
with the same personal, flexible, and consistently superior
customer service that has become a hallmark of Montecito Bank &
Trust.
Products and Services
We offer trust and fiduciary services, where the relationship is governed by a will or trust document, as well as investment management services, where the bank acts as an agent on behalf of the client. In both situations, Montecito Bank & Trust acts as custodian, provides safekeeping of the assets, and can take either full or partial responsibility for managing the investments in the account.
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