Personal Trust Services
The National Bank of Malvern has a full service Personal Trust Department to assist you in managing and protecting your assets. We have been providing personal trust services for a number of years to our local community. Our experienced trust staff offers personalized trust administration and support for a variety of fiduciary needs.
The National Bank of Malvern offers the following services:
- Revocable or Testamentary Trust Administration, either as trustee or co-trustee
- Estate Administration, as executor or agent for executor
- Special Needs Trusts Administration
The National Bank of Malvern partners with Steven Smith, CFA of Swan Asset Management for investment advisory services. Mr. Smith has over thirty years of experience in securities analysis, corporate valuation, and portfolio management.
Please give us a call at 610-647-0100 for more information regarding our trust department.
*Not FDIC Insured. Not Bank Guaranteed. May Lose Value. Not Guaranteed by any Government Agency. Not a Bank Deposit *