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Professional asset management services to help you manage and grow your trust.

Trust and Fiduciary Services

Managing your assets effectively and transferring wealth as you desire may seem like daunting tasks, but they can be simplified through the use of a trust. With a trust, you can centralize your assets, whether in the form of cash, property, stocks, or business interests. Then, acting as your trustee, Alerus Wealth Management trust administrators will handle the details so you and your loved ones can spend your time enjoying the benefits.

A personal trust is a tool that allows you to provide for dependents, contribute to charities, spell out what should happen if you become incapacitated, and distribute assets at death with the goal of avoiding probate.

As trustee, Alerus Wealth Management handles administrative duties. For example, we make distributions, handle recordkeeping, and can assist with accounting and tax issues.

Trustees have a fiduciary duty and legal obligation to manage your assets responsibly. We manage trusts every day, under regulatory supervision and with input from your family to the extent possible.

A trust can be a major part of your estate planning efforts. Alerus often serves as personal representative of estates, working to ensure that your final wishes are carried out.

We're here to help.

The trust specialists at Alerus Wealth Management are ready to help you develop a strategy to meet your goals.

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888.409.5375

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The content available on this site is provided for informational purposes only, is not intended as an offer or solicitation for the purchase or sale of any financial instruments and should not be relied upon as an investment recommendation. Alerus Financial, N.A. and its affiliate subsidiary company make no representations or warranties as to the accuracy, completeness or timeliness of the information. The information is not intended to provide legal or tax advice. Individuals should consult a qualified legal or tax advisor for advice specific to their circumstances.

Alerus Wealth Management provides products and services through Alerus Financial, N.A. and its affiliate subsidiary company Alerus Securities Corporation, a broker dealer, member FINRA and SIPC. Trust services are offered through Alerus Financial, N.A. Registered representatives may offer securities through Alerus Securities Corporation.

Investment products: 1) Not FDIC insured 2) Not guaranteed by bank 3) May lose value.


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