Bank of Jackson Hole Trust - Jackson, Wyoming

Bank of Jackson Hole Trust: A Comprehensive Overview

For individuals and families seeking a reliable and discreet private banking solution, the Bank of Jackson Hole Trust stands as a noteworthy option. Located in the heart of Jackson, Wyoming, at 990 W Broadway Suite 200, WY 83001, this institution offers a unique approach to wealth management and trust administration. With a phone number of 77323071 and a website at bankofjacksonholetrust.com, prospective clients can readily access information and initiate contact. The bank’s specialization is primarily in banking services, though their core competency lies in establishing and administering trusts, providing a secure and personalized approach to preserving and growing assets across generations.

History and Philosophy

The Bank of Jackson Hole Trust distinguishes itself through a commitment to personalized service and a focus on long-term relationships. Founded on principles of discretion and fiduciary responsibility, the bank caters primarily to high-net-worth individuals and families. Unlike larger, more impersonal financial institutions, the Trust emphasizes a deeply collaborative approach, taking the time to understand each client’s unique financial goals, values, and legacy aspirations. This bespoke service model is a cornerstone of their operation, fostering trust and ensuring that each client’s needs are met with tailored solutions.

Services Offered

The Bank of Jackson Hole Trust provides a comprehensive suite of services, including:

• Trust Administration: This is the bank's primary service, encompassing the creation, management, and administration of various types of trusts – revocable, irrevocable, charitable, and special needs trusts. They handle everything from initial setup and asset allocation to ongoing compliance and distribution of assets according to the grantor’s wishes.
• Private Banking: Offering deposit accounts, investment management, and lending services designed for high-net-worth individuals. They provide access to a wide range of investment opportunities and personalized financial advice.
• Estate Planning Support: Collaborating with legal and tax professionals to assist clients in developing comprehensive estate plans that align with their goals.
• Wealth Preservation: Implementing strategies to protect and grow assets across generations, considering tax implications and potential estate tax liabilities.
• Family Office Services (Limited): While not a full-service family office, the bank offers certain support services to families managing significant wealth, such as consolidated reporting and administrative support.

Location and Accessibility

The bank’s location at 990 W Broadway in Jackson, Wyoming, places it within a desirable community known for its natural beauty and affluent population. The office is equipped with a wheelchair accessible entrance and a wheelchair accessible parking lot, demonstrating a commitment to inclusivity and accessibility. This strategic location facilitates convenient access for clients and staff alike. The proximity to Jackson Hole’s renowned outdoor recreation opportunities also contributes to the bank’s appeal, attracting clients who value a lifestyle of both financial prosperity and access to the outdoors.

Client Feedback and Reputation

Currently, the Bank of Jackson Hole Trust has 1 review on Google My Business, resulting in an average opinion of 1/5. This low rating warrants careful consideration, as it suggests potential issues with client satisfaction. However, it's crucial to note that a single, negative review does not necessarily reflect the overall experience of all clients. Further investigation into the specific concerns raised in the review is recommended. It’s advisable to contact the bank directly to discuss these concerns and assess whether they align with the values and service standards one expects from a private banking institution.

Key Features and Benefits

• Discretion and Confidentiality: A paramount concern for high-net-worth individuals, the bank prioritizes the utmost discretion and confidentiality in all client dealings.
• Personalized Service: Dedicated relationship managers provide individualized attention and customized solutions.
• Experienced Professionals: The team comprises experienced trust advisors, investment professionals, and banking specialists.
• Focus on Long-Term Goals: The bank’s approach is rooted in a long-term perspective, prioritizing the preservation and growth of wealth for future generations.
• Community Involvement: The Bank of Jackson Hole Trust is actively involved in supporting local community initiatives.

Contact Information

Address: 990 W Broadway Suite 200, Jackson, WY 83001
Phone: 77323071
Website: bankofjacksonholetrust.com

Conclusion

The Bank of Jackson Hole Trust presents a compelling option for individuals and families seeking a private banking and trust administration solution with a strong emphasis on personalized service and discretion. While the current negative review warrants further investigation, the bank’s history, philosophy, and commitment to client relationships suggest a potential fit for those prioritizing bespoke financial management and long-term wealth preservation. Prospective clients are encouraged to conduct thorough due diligence and engage in direct communication with the bank to fully assess whether its services align with their specific needs and expectations.

👍 Reviews of Bank of Jackson Hole Trust

Onurcan S.

1/5

They rejected my mobile deposit for no reason. Now they are charging to brake my check.They don’t even inform. Thanks for scam