[Bank Name] [Bank Logo] [Bank Address] [City, State, ZIP Code] [Phone Number] [Website] [Date] [Customer Name] [Customer Address] [City, State, ZIP Code] Subject: Exclusive Offer from [Bank Name] Trust Department Dear [Customer Name], We hope this letter finds you well, and we appreciate your continued trust and loyalty to [Bank Name]. As a valued customer, we are excited to present you with an exclusive opportunity from our esteemed Trust Department. At [Bank Name]'s Trust Department, we understand the importance of safeguarding and growing your wealth for the future. Our highly experienced team of financial experts is committed to providing you with comprehensive and personalized solutions to meet your unique financial goals. Our comprehensive suite of Trust services includes: 1. Estate Planning: Our Trust experts can help you develop a tailored estate plan to ensure seamless wealth transfer to your chosen beneficiaries. From wills and trusts to power of attorney arrangements, we will provide expert guidance every step of the way. 2. Wealth Management: Our Trust Department offers professional portfolio management services to help you maximize your investment returns while mitigating risks. With our diverse range of investment options, including equities, bonds, and alternative investments, we can create a personalized investment strategy to suit your financial objectives. 3. Charitable Giving: If you aspire to make a meaningful impact on society through philanthropy, our Trust Department can assist you in establishing charitable trusts or donor-advised funds. We will help you navigate the complex landscape of charitable giving and ensure your charitable contributions fulfill your philanthropic vision. 4. Special Needs Planning: We understand the intricacies involved in planning for the well-being of loved ones with special needs. Our Trust Department can guide you in setting up appropriate trusts and special needs accounts to provide financial security while preserving eligibility for government assistance programs. 5. Retirement Planning: Whether you are approaching retirement or already enjoying your golden years, our Trust Department can help you optimize your retirement savings. We can design a customized retirement plan tailored to your desired lifestyle, taking into account your income requirements, risk tolerance, and long-term objectives. By harnessing the expertise of [Bank Name]'s Trust Department, you gain access to a reliable, trusted partner who will navigate the complexities of financial planning and investment management on your behalf. Our team's dedication to providing top-tier service and delivering tailored solutions sets us apart. To take advantage of this exclusive offer, please contact our dedicated Trust Department advisors at [Phone Number] or visit our website at [Website]. We will be delighted to schedule a personalized consultation to discuss your financial aspirations and devise a plan specifically suited to your needs. Thank you for entrusting [Bank Name] with your financial journey. We look forward to serving you and helping you achieve lasting financial success with our comprehensive and reliable Trust Department services. Sincerely, [Your Name] [Your Title] [Bank Name]
Para su conveniencia, debajo del texto en español le brindamos la versión completa de este formulario en inglés. For your convenience, the complete English version of this form is attached below the Spanish version.Wake North Carolina Modelo de carta para carta promocional - Departamento de Fideicomiso Bancario - Sample Letter for Promotional Letter - Bank Trust Department
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200bEl Fideicomiso es un acto juridico mediante el cual una o varias personas entregan bienes o derechos a una entidad fiduciaria para crear un patrimonio separado que sera administrado por esa entidad para beneficiar a otra persona o a la persona que entrega dichos bienes.
La estructura del fideicomiso publico esta formada por tres elementos: los fideicomisarios o beneficiarios; el fideicomitente, atribucion que corresponde unicamente a la Secretaria de Hacienda y Credito Publico; y la Fiduciaria, que puede ser cualquier institucion o sociedad nacional de credito.
Es un contrato mediante el cual una persona fisica o moral, nacional o extranjera; afecta ciertos bienes o derechos para un fin licito y determinado, en beneficio propio o de un tercero, encomendando la realizacion de dicho fin a una institucion fiduciaria.
Las partes principales que intervienen usualmente en un Fideicomiso son 3: Fideicomitente, Fiduciario y Fideicomisario, como comentamos, eventualmente en algunos Fideicomisos pueden participar partes adicionales como Fideicomitentes A, Fideicomitentes B, Fideicomitentes C, etc., Fideicomisario en Primer Lugar,
Caracteristicas del Fideicomiso Contiene bienes de cualquier naturaleza. Constituye un patrimonio separado. Se constituye por escrito y ante notario. Posee un regimen de publicidad registral que lo hace oponible a terceros.
El administrador fiduciario es una persona u organizacion encargada de administrar los bienes de un tercero. Esta persona o entidad es responsable del mantenimiento, desempeno y rentabilidad de los bienes del fideicomitente.
Algunos de los tipos de contrato mas frecuente en el mercado actualmente son: Fideicomiso testamentario.Fideicomiso como medio de pago.Fideicomiso de planeacion patrimonial.Fideicomiso estructurado.
UN FIDEICOMISO ES: Una operacion mercantil mediante la cual una persona -fisica o moral- llamada fideicomitente, destina ciertos bienes a la realizacion de un fin licito determinado, encomendando esta a una Institucion de Credito (Art. 381 de la Ley General de Titulos y Operaciones de Credito).
Los fideicomisos pueden ayudarte a administrar tus activos, pero tambien los puedes usar para asegurarte de que tu patrimonio se distribuya cuando ya no estes, de acuerdo con tus deseos, para entregar seguridad a tus seres queridos, permitiendo que ahorren dinero y tiempo en papeleo y tramites.
Un fideicomiso no es mas que una estructura legal a traves de la cual es posible designar la administracion de unos bienes a terceras personas, todo con la finalidad de obtener la mayor cantidad de beneficios (por ejemplo, proteger la privacidad de una persona que ya no desea que una propiedad este a su nombre).
