Private Offices
Discreet, appointment-only relationship desks for account opening, lending reviews and estate conversations.
- Signature and notary services
- Safe deposit at select offices
- Wire desk staffed until close
Locations
Six offices, one standard of service.
Trust Fund keeps private offices rather than branches. Every visit is by appointment, so the banker who greets you has already read your file.
- 6
- Private offices
- 55,000+
- Fee-free ATMs
- $0
- Network ATM fee
- Video
- Appointments available
ATM Network
Withdraw surcharge-free at more than 55,000 machines nationwide; out-of-network fees are rebated up to $20 each month.
- Nationwide fee-free access
- Up to $20 monthly fee rebates
- Deposit-capable machines at each office
Book an Appointment
Choose in person or secure video. Call your office directly, or message the relationship desk from inside your portal.
- Same-week appointments
- Evening slots by request
- Interpreter services on request
Office directory
New York, NY
48 Wall Street, Floor 21
Mon–Fri · 9:00–17:00
(212) 555-0192
Greenwich, CT
12 Lafayette Place
Mon–Fri · 9:00–16:30
(203) 555-0148
Chicago, IL
230 N LaSalle Street, Suite 900
Mon–Fri · 8:30–17:00
(312) 555-0177
Dallas, TX
1700 Pacific Avenue, Suite 3300
Mon–Fri · 9:00–17:00
(214) 555-0163
San Francisco, CA
580 California Street, Floor 12
Mon–Fri · 9:00–17:00
(415) 555-0136
Miami, FL
701 Brickell Avenue, Suite 1550
Mon–Fri · 9:00–16:30
(305) 555-0121
Ready to speak with the client desk?
Accounts are opened privately. Existing clients can sign in to their portal at any time.