Trust Services

The right team is invaluable to growing and protecting your wealth. Our team of Trust professionals is highly experienced in investment management, tax and estate planning, trust administration, and real estate management.

With Bank of the Cascades Trust Services, you benefit from private consultation with professionals, our knowledge of taxation, trust laws and accounting, our access to extensive and up-to-date investment research and resources, and the confidence in knowing we will follow your directives.

Let us work closely with you and your advisors through the retirement and estate planning process to guide you in reaching your financial goals.

Professional Asset Management Tailored to Your Goals

  • Managed Accounts
  • Managed & Self-Directed IRAs
  • Equity
  • Fixed Income
  • Mutual Funds
  • Specialty Asset Management
  • Custody Services

Professional Trustee Services to Meet Your Estate Planning Needs

  • Estate Settlement/Probate Services
  • Conservatorship Services
  • Special Needs Trusts
  • Living & Testamentary Trusts
  • Agency Services

Institutional and Non-Profit Asset Management

  • Endowments
  • Charitable Planning/Charitable Trusts
  • Short-term Asset Management
  • Custody Services

Contact us for a no-obligation consultation and specific investment ideas to help grow your wealth.

Offices in:

Bend, OR: 541-617-3660
Boise, ID: 208-888-1960
Toll-Free: 877-617-3400

The professionally managed investments of Bank of the Cascades Trust Services are:
NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT GUARANTEED BY THE BANK | MAY GO DOWN IN VALUE

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Monday - Friday
8am - 7pm PST