In today’s uncertain economic times, companies and institutions need a partner with an expert’s knowledge of all areas of financial services—in wealth management, investment strategies, retirement services, and more. With decades of industry leadership, Bryn Mawr Trust is that partner, providing a one-partner solution for all your needs, even the most complex.
We offer a full range of wealth management services with an ease that comes when all your needs are handled by one trusted partner.
We provide comprehensive retirement services, advisory and management, as well as back-office support such as employee education, an employee hotline and troubleshooting.
- Retirement strategy development specific to your needs including 401ks, non-qualified and profit sharing plans
- Compliance oversight, IRS reporting, statements and monitoring
- Investment allocation and management
Private Banking at Bryn Mawr Trust means that our extensive resources are available to you and your organization for all of your financial needs.
- FDIC-insured deposit and money management
- Credit and real estate financing
- Commercial loans and lines of credit
We work with you to find the insurance products best suited to you and the needs of your organization. As independent agents, we provide objective counseling that secures the options suited to your circumstances on the market with the most competitive rates.
- Insurance counseling
- Policy review
- Commercial insurance
- Life, health, property and casualty insurance
As independent escrow agents, we provide the highest standard of care including a quick turn-around on document review and negotiation. We support you start to finish for every type of escrow transaction.
- Complex litigation
- Environmental remediation
- Government contracts
- Lease proceeds
- Liquidation funds
- Mergers and Acquisitions
Bryn Mawr Trust works with family foundations and nonprofits to develop and execute the kind of charitable strategy that reflects their charitable and financial goals.
Services to Nonprofits
We have decades of experience providing investment management services to nonprofits as well as assisting with planned giving and capital campaigns.
Services to Family Foundations
With an expertise in the management of foundation assets, we provide back-office support including compliance and tax services with on-line account access. We also help donors create family foundations and plan annual meetings.
Services to Donors
We educate donors and their families about the various types of philanthropic vehicles and the financial and tax impact of their charitable gifts. We help establish charitable trusts and serve as trustee of these trusts, providing access to fully deductible donor advised funds.