Escrow Agent


Corporate Trust, Escrow and Loan Agency Services

Corporate Trust

Bond Trustee

Successor Trustee

Separate Trustee


Issuing/Paying Agent

Collateral Agent

Security Agent

Settlement Agent

Fiscal Agent

Disbursing Agent

Escrow Agent

Mergers & Acquisitions

Lease Finance

Project Finance

Capital Raise


LC Alternative

Like Kind Exchange



Segregated Funds

Loan Agency

Loan Agent

Collateral Agent

Administration Agent

Term Loans

Revolving Credit Lines

Mezzanine Loans

Capital Leasing

Bi-lateral Loans

Club Deals

Broadly Syndicated

IRA and Custodial Services

Alternative Asset Custody

Trade Settlement


Records Management

Safekeeping of Assets

Traditional, ROTH, SEP, and Roll-Overs

Coverdell Education Savings Account

Fiduciary Services For Investment Partnerships And Family Offices

Partnership Asset Custody

Partner Interest Custody

Monthly Valuation (NAV)

Income Allocations

Unit Purchase Processing

Unit Sale Processing

Accounting-GL Integration

Partnership Accounting

Collect/Distribute Income

Full Accrual System

Church, Non-Profit and Advisory Services

The globalization of the business world has ushered in a new era when transactions are becoming increasingly complex and sophisticated. Many of these transactions now require that funds, securities, or other assets are held in escrow until the agreed upon stipulations of the transaction are completed or met. An effective escrow arrangement requires flexibility and a quick turn-around on the part of the escrow agent to accommodate the requirements of each individual transaction. From the Know Your Customer (KYC) process to the receipt of assets to the distribution of escrowed assets, it is important that every aspect of the escrow must be tailored to meet the unique and specific needs of the client.

For additional information:


Mike Weber, EVP



Tom Caruth, SVP


Escrow Services