The legacy you create for tomorrow is our top priority today.
At TIAA-CREF, we know that ensuring your loved ones are cared for or your assets are distributed according to your wishes is your top priority. And it’s ours too. Whether you serve as trustee or elect TIAA-CREF Trust Company to serve on your behalf, you are backed by a team of senior professionals dedicated to preserving and managing your wealth, for today and beyond.
Key features and benefits
We provide custom portfolio creation, investment management, and comprehensive trust services for clients with investable assets of $1 million or more.
Should you establish a trust?
Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.
TIAA-CREF Individual & Institutional Services, LLC, a registered investment advisor, provides investment advisory services. Trust services are provided by TIAA-CREF Trust Company, FSB.