Our experience is deeply ingrained in Trust and Fiduciary administration, which includes: Estate Settlement, Conservatorship and Agent for Trustee, all with a focus on financial management, abiding by all legal and regulatory requirements of a fiduciary and are also well-versed in handling the intricacies and delicate nature of these roles.
The first non-depository trust company chartered in Hawaii, CSI, Inc. can serve a “gap” group of consumers who would regularly not be serviced by banks or large investment firms. The non-depository trust charter allows a company to fulfill a fiduciary responsibility to consumers and provide investment advice. Usually independent businesses, these trust companies operate similar to the trust department of a bank but does not take deposits or make loans. The trust’s focus is fiduciary, acting as a trustee or guardian in the administration of funds, estates, and other related services. These trust companies, also known as independent or corporate trust companies, are different than family trusts because they are chartered to provide fiduciary services to the public.