Delivering services with you in mind
When you choose MassMutual Trust Company for your personal trust and fiduciary needs, you are selecting a team that is dedicated to serving you in a way that is best for you and your family. We get to know you — taking the time to learn about your personal situation and what matters most to you.
Your dedicated and highly experienced Trust Officer and Investment Officer are available to provide expert advice and assist you in achieving your goals. In addition, a carefully selected portfolio of Money Managers will be overseeing your assets and making adjustments with long-term results in mind.
You also have options for choosing trustees. You can put your trust in an established and experienced trust company. MassMutual Trust can serve as a professional trustee or help you as an agent for trustee.
A comprehensive suite of personal trust and wealth management services
MassMutual Trust provides a complete selection of trust and estate planning solutions designed to meet your specific needs. In addition, you receive a wide range of personalized "concierge" services as part of your overall experience with MassMutual Trust.
Below is a comprehensive list of services available to you:
- Full range of trust and fiduciary services
- Review of estate planning documents
- Gain an understanding of family wealth objectives
- Fluent with wealth transfer techniques
- Personal, "concierge" service with a dedicated Trust Officer
- Coordinate with other professional advisors
- Interpret and carry out intentions of trust creator
- Balance the needs of the beneficiaries
- Provide periodic account performance review
- Serve as non-biased, professional resource
- Manage family/beneficiary dynamics
- Provide proper safekeeping of trust assets
- Invest assets prudently
- Develop a two-pronged, customized investment approach
- Provide strategic and tactical asset allocation
- Deliver competitive investment performance
- Incorporate conservative, disciplined investment process
- Prudent diversification
- Leverage resources and strengths of sub-advisors
- Trust tax preparation services
- Interface with other professional advisors on tax-related issues
- Timely, easy-to-read, comprehensive year-end tax information
- Ongoing monitoring to identify tax reporting issues
Account Management and Distribution
- Fund distribution and bill payment service
- Collect, distribute, and manage assets
- Ongoing monitoring of accounts
- Timely direct deposits and wires into local bank account
- Secure online account access
- Consolidated reporting
- Quarterly transaction and performance reports