Martha's Vineyard Investment Advisors


When it comes to protecting and transferring assets, trusts are among the most valuable tools available to you. 

Martha's Vineyard Bank Trust Services is a strategic partner of Martha's Vineyard Investment Advisors. The Bank's Trust Services group works in a fiduciary capacity to ensure that trust accounts are administered according to the terms of a governing instrument or the trust client's direction. A sense of compassion for the unique nature of each client's family and circumstances is often an integral part of trust services.

As your trustee, Martha's Vineyard Bank Trust Services is legally bound to follow your instructions to the letter. Skill in trust administration ensures that you and your beneficiaries will receive comprehensive administrative services of the highest quality.

Meet Eve Vincent
Your trust and estate administrator

Within certain limits set by law, trusts allow you remarkable flexibility in how you use and disburse assets while living and after death. A trust can help you control your financial destiny by:

  • Reducing taxes
  • Providing for your family, friends and/or charities
  • Supporting an elderly relative
  • Creating future security for disabled loved ones
  • Keeping your personal financial matters out of the public eye
  • Transferring assets to a younger generation
  • Simplifying your life
Trust Services Word Collage

In addition to acting as trustee, Martha's Vineyard Bank Trust Services offers a full array of real estate, escrow, and estate settlement services. In the role of executor, Martha's Vineyard Bank Trust Services has experience handling the technical and complex issues that arise in an estate settlement with sensitivity to your family's needs during difficult times.

You are under no obligation to use the services of Martha's Vineyard Bank Trust Services, and may choose any qualified professional to provide trust and estate services. Martha's Vineyard Bank Trust Services and their services are separate from Martha's Vineyard Investment Advisors.