How We Work With You


Your trust utilizes the investment services of Private Asset Management to manage the investment portion of your fiduciary account. Your dedicated Portfolio Manager is continually focused on maximizing your returns based on your specific needs, risk tolerance, and objectives.

In addition to growing your investments, we provide the following trust administration services and more:

  • Consolidated asset reporting and record-keeping
  • Cash management and bill payment
  • Collecting dividends, interest, and other income
  • Preparing your annual trust tax return and associated documentation
  • Paying beneficiaries and distributing principal and income payments
  • Client consultations through in-person meetings, telephone conferences, and electronic communications
  • Coordination with other advisors and external legal and tax advisors

In what capacity can you manage my trust?

When you establish a trust, you may act as sole trustee, or TIAA-CREF Trust Company, FSB can assume varying levels of responsibility on your behalf. If it is your preference, TIAA-CREF Trust Company, FSB can serve as the:

  • Sole (or current) Trustee.
  • Co-Trustee — working alongside another individual or institution.
  • Successor Trustee — after another individual or institution transfers ownership and management of your assets and property to us.

Ready to get started?

  • Call us at 800 927-3059, weekdays 8:00 a.m. to 7:00 p.m. ET.

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.

Trust Company Account

Access your Trust Company account to check balances, review transactions, and more.


Register | Security | FAQ

Gaining Trust Newsletter and Market Commentary

Personal Trust Services

Brochure icon_pdf

Disclosures and General Terms and Conditions

© 2014 and prior years, Teachers Insurance and Annuity Association - College Retirement Equities Fund (TIAA-CREF), New York, NY 10017