Trust Services protect your legacy.
Envision the future. We can help you see around the curve in the road, map out where you want to go, and create a plan for getting there.
 
How do Trust Services protect my money?
Trust services help families protect what they’ve built, simplify complexity, and pass wealth forward with intention and confidence.
 
For entrepreneurs and business owners, thoughtful trust planning can help turn business success into a lasting financial foundation beyond the business itself. The right trust structure can protect assets, support business continuity, and provide a framework for future transitions.
 
Vista Finance works with our partner bank, Ventura National Bank & Trust, to provide access to comprehensive trust and fiduciary services. Together with you legal, tax, and investment advisors, we help coordinate trust solutions with your broader financial and legacy plan.
 
  • Directed Trustee Services

Ventura National Bank & Trust can serve as directed trustee, allowing clients to maintain their chosen investment management relationship while receiving professional fiduciary administration and oversight in accordance with the trust document.

  • Discretionary Trustee Services

For clients seeking comprehensive fiduciary management, Ventura National Bank & Trust can serve as discretionary trustee, assuming responsibility for trust administration and discretionary decisions consistent with the trust document and the interests of its beneficiaries.

  • Estate Settlement

Professional estate administration can help executors and families navigate the settlement process, including administrative responsibilities, asset distributions, and other requirements associated with transferring wealth to beneficiaries.

  • Special Needs Trust Administration

Specialized trust administration can help provide compassionate, specialized long-term financial support for beneficiaries with special needs, and coordinate with legal and other professional advisors regarding eligibility for applicable government assistance programs to help ensure a stable future.

  • Philanthropic Planning & Administration

Vista Finance can work alongside Ventura National Bank & Trust and your tax and legal advisors to incorporate charitable trusts and other philanthropic strategies into your broader wealth and legacy plan.

  • Business Succession Planning

For business owners preparing for a future transition, Vista Finance can help coordinate financial and succession planning with trust structures administered by Ventura National Bank & Trust. The goal is to protect assets, facilitate an orderly transition, and align business succession with family and legacy objectives.

  • Custodial Services

Ventura National Bank & Trust provides professional custody and administration of assets, supported by account reporting and recordkeeping designed to provide transparency and organization.

  • Estate Planning Support

Vista Finance works collaboratively with Ventura National Bank & Trust and your legal and tax advisors to help ensure your financial plan, estate plan, and trust structures work together toward your long-term goals.

A Coordinated Approach To Your Legacy

Ventura National Bank & Trust is authorized to exercise fiduciary powers and provides the trust and fiduciary services described above. Vista Finance works alongside Ventura National Bank & Trust to integrate these services into your broader financial plan.

Reach out to Vista Finance at (844) 227-6944 or info@myvista.us to start a conversation about trust and legacy planning for your family.