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Corporate trust and escrow services

Responsive services. Experienced team. Efficient processes.

Today’s fast-moving financial and regulatory environment requires experienced and reliable trustee and agency services. Our skilled trust, escrow, and reinsurance specialists offer an amazing depth of insight and expertise to address both domestic and international challenges.

What sets us apart

Expertise is a big differentiator for us. But it’s not the only one. You’ll get superior service in three important ways.

A single point of contact

There’s incredible value in having a dedicated client manager who knows your business’ unique challenges and pilots your relationship.

Rapid response times

We work your hours and are available on your schedule. From onboarding through the transfer of assets, we execute quickly and efficiently.

Operational efficiencies

You’ll appreciate our attention to detail, including quick, accurate, and cost-efficient processing and reporting.

Business solutions across three specialty areas

Corporate trust services

Whether you’re a first-time debt issuer or looking for enhanced support for existing structures, we’re built to give you every advantage.

We handle complex transactions, effectively manage risk, and provide elite service to all the corporations, issuers, and municipal and federal entities we work with.

You’ll benefit from our commitment to smooth, seamless, and secure servicing—not just during the account setup, but for every interaction you have with us.

Corporate Solutions

  • Investment grade
  • High yield
  • Convertibles

Municipal Solutions

  • General obligations
  • Public and project finance
  • Industrial revenue bonds

Services

  • Indenture trustee
  • Registrar
  • Paying agent
  • Collateral and fiscal agent

Escrow services

Fast, accurate transaction closings that minimize operating costs and servicing time. It’s a big part of why we’re able to efficiently manage all your escrow transactions.

Our team of skilled escrow specialists bring a depth of knowledge and insights to ensure the smooth management of your transaction. And our total escrow solution encompasses even more capabilities—such as foreign exchange—to facilitate complex or unique transactions.

Support for a broad range of institutional transactions and industries, including:

  • Mergers and acquisitions
  • 1031 exchanges
  • Capital raise/subscriptions
  • Construction or project finance
  • Regulatory deposits
  • Litigation settlements
  • Bankruptcy deposits
  • Infrastructure
  • Performance guarantees
  • Indemnity escrows
  • Real estate
  • Environmental and statutory trusts

Reinsurance collateral trust

Collateral trusts can offer more flexibility and significantly lower costs than traditional collateral options, such as Letters of Credit.

That’s why insurers, reinsurers, captives, and corporations are increasingly turning to these alternative risk transfer strategies as a better collateral solution for more fluid regulatory, financial, and risk management environments. 

Why choose an insurance trust?

  • Improved credit availability
    No adverse impact on your available credit
  • Cost effective
    Typically has lower annual fees compared with other collateral posting options
  • Convenience
    Tri-party arrangements that don’t require annual renewals
  • Reduced liability concerns
    Expands the range of acceptable investments while adhering to regulatory requirements
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Disclosures

Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

Equal Housing Lender

Investment and Insurance Products:

  • Are Not FDIC or any other Government Agency Insured
  • Are Not Bank Guaranteed
  • May Lose Value

Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and/or P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc.

Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

"Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank. Deposit products are offered by Truist Bank.

Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Truist offers the following resources for consumers that have Limited English Proficiency:

  • Multilingual teammates available at our Multicultural Banking Centers
  • Materials for some products and services are available in Spanish, Korean, Vietnamese, Mandarin, and other languages spoken in the communities we serve.
  • Phone assistance in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages please speak to a representative directly.

New York City residents:

Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

  • Limited English Proficiency Support
  • New York City residents

Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

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