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At Queensborough, we believe that the best way to help our customers achieve their goals is to truly get to know them and their needs, to become a partner in that process. We accomplish this by providing a Trust Department that offers a full scope of financial services with local administration.
We also believe that partnering with your existing attorney and accountant is an important factor in your personal estate planning process.
Unlike other trust companies, our Trust team is not commission-based. We believe the advice and service you receive should be in your best interest and the interests of your beneficiaries.
Q Trust Services is dedicated to providing you with confidential, professional and timely service at competitive fees. We are here to assist you through all stages of your trust and wealth planning decisions.
Wealth Service Manager P: (912) 925 8373 M: (678) 772 2753 Email Jake
7393 Hodgson Memorial Dr STE 100 Savannah, GA 31406
Jake serves as a Wealth Service Manager, where he works to support clients with personalized banking solutions and wealth management services. He brings a background in inside sales and finance, along with a strong commitment to building lasting client relationships.
Prior to his current role, Jake worked as an Inside Sales Assistant, where he developed expertise in client engagement, business development, and financial services support.
Jake earned his Bachelor of Business Administration degree with a concentration in Finance from Mercer University. He recently relocated to Savannah to further his professional career and become more involved in the local community.
In his free time, Jake enjoys sports, martial arts, and weightlifting.
A trust is an incredibly flexible tool that can help you effectively accomplish many of your financial goals. Passing of assets, charitable gifting, management of assets for the benefit of minor children, providing for continuity of business operations and professional timber and land management are just a few examples of what you can secure for now and into the future utilizing trusts.
Includes
Revocable Living Trusts
Testamentary Trusts
Charitable Trusts
Trustee And Executor Services
Wealth Transfer Process
Family Business Services
Special Needs And Elderly Care Trusts
Land And Timber Trusts
Charitable And Philanthropic Giving
Business Preservation And Succession Strategies
Provide Non-profit Fiduciary Oversight And Asset Management
As a local, full-service trust department, we will sit down with you and provide seamless assistance from the planning stages to the administration of the trust. We can help you assess and realize the benefits of a variety of trust arrangements.
It is the goal of Q's Trust Department to work solely in the best interest of our customer. For asset management, we believe this is best accomplished by conducting rigorous due diligence to identify superior managers that meet the specific needs of our customers in a straight-forward, transparent arrangement. By doing this, our customers can be confident they are receiving investment services that are best for their needs and that are independent of any commissions, proprietary investment products or other internal compensation arrangements.
Q stands ready to work with you and your advisers to navigate the complicated process of estate settlement.
Asset identification, collection, valuation and management
Probate estate and trust administration
Preparation of all required inventories and accountings
Filing of tax forms
Distribution of assets in accordance with the estate plan
Investments: Not FDIC-Insured – May Lose Value – Not Bank Guaranteed
our highly skilled and experienced trust department works to ensure the successful accumulation, preservation and transfer of wealth. We work for individuals, families, companies and non-profit organizations.