The Montecito Bank & Trust Solution
Montecito Bank & Trust is actively involved in serving the needs of affluent clients
in the community. We tailor our wealth
management services to meet our client’s specifications, rather than vice-versa.
We are not dependent on multiple layers of bureaucracy for decision making and approvals
when administering complicated trusts and estates. Nor do we have the rigid policies,
procedures, and guidelines typical of larger banks, which seem to only add confusion,
complication, and frustration for clients.
As the estate planning profession continues to develop increasingly complex and
sophisticated strategies, and as the affluent residents of our community continue
to grow and expand their wealth, the need for a local, flexible, responsive, and
experienced trust department becomes increasingly significant.
Montecito Bank & Trust offers clients the best of both worlds. We have the professional
staff and expertise of a large institution, capable of dealing with the most sophisticated
estate planning techniques available today and we deliver these services with the
personalized and flexible approach unique to community-based banks.