Trust and Estate

What makes Canandaigua National Trust Company different?  Our non-commissioned fiduciary professionals administer trusts of all sizes and structures, helping to preserve and maintain family wealth.  Focused on building long-term relationships, Canandaigua National Trust Company is a confident choice for all your trust needs.   

Trust and Estate Services:
  • Trust Services  - As Trustee, we can accept full fiduciary responsibility.
    • Delegated and Directed Trusts - While maintaining your current investment advisor, we provide fiduciary services as the trust administrators.     
  • Estate Services - As Executor, we can fulfill all estate administration responsibility.

P Tarantino

Team of Advisors

We have a team of advisors dedicated to you, providing holistic education and advice when you need it.
reviews

Regular Reviews

We will meet with you regularly to review your strategy, making adjustments based on changes in your life.
 
fiduciary

Fiduciary Duties

This includes, investment management, tax reporting, and distribution.
Rebalancing

Portfolio Rebalancing

This will help to maintain your asset allocation and maximize the likelihood of reaching your goals.
 

Discover the CNTF difference.

The financial advisors of Canandaigua National Trust Company of Florida (CNTF) offer trust and estate services, investment management solutions, IRAs, and fiduciary services to Greater Sarasota and Florida West Gulf Coast communities. 


Canandaigua National Trust Company of Florida is an affiliate of Canandaigua National Bank & Trust. This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Investments are not bank deposits, are not obligations of, or guaranteed by Canandaigua National Bank & Trust, or Canandaigua National Trust Company of Florida and are not FDIC insured. Investments are subject to investment risks, including possible loss of principal amount invested. Investments may be offered through affiliate companies.

What makes Canandaigua National Trust Company different?  Canandaigua National Bank & Trust was incorporated in 1887 and granted trust powers in 1919.  CNB Wealth Management offers a breadth of wealth solutions - including seamless access to complete financial services and credentialed, non-commissioned professionals with experience across many disciplines.  It's all delivered with concierge-level service, backed by a Pledge of Accountability.  

Trust and Estate Services:
  • Trust Services  - As Trustee, we can accept full fiduciary responsibility.
    • Delegated and Directed Trusts - While maintaining your current investment advisor, we provide fiduciary services as the trust administrators.  
  • Estate Services - As Executor, we can fulfill all estate administration responsibility. 

P Tarantino

Team of Advisors
We have a team of advisors dedicated to you, providing holistic education and advice when you need it.

 
 reviews

Regular Reviews
We will meet with you regularly to review your strategy, making adjustments based on changes in your life.

 
fiduciary

Fiduciary Duties
This includes, investment management, tax reporting, and distribution.

 
rebalancing

Portfolio Rebalancing
This will help to maintain your asset allocation and maximize the likelihood of reaching your goals.

 

Discover the CNTF difference.

The financial advisors of Canandaigua National Trust Company of Florida (CNTF) offer trust and estate services, investment management solutions, IRAs, and fiduciary services to Greater Sarasota and Florida West Gulf Coast communities.


Canandaigua National Trust Company of Florida is an affiliate of Canandaigua National Bank & Trust. This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Investments are not bank deposits, are not obligations of, or guaranteed by Canandaigua National Bank & Trust, or Canandaigua National Trust Company of Florida and are not FDIC insured. Investments are subject to investment risks, including possible loss of principal amount invested. Investments may be offered through affiliate companies.

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