Trust and Custody Services
Trust is built through strong partnerships. Securing your assets, so you can focus on what is most important to you, can be overwhelming at times — especially as your needs evolve and markets fluctuate. Having the right trust and custody partner to help you manage and grow can make all the difference.
Trust, banking and financial services
Expert guidance
From a team of dedicated professionals
Personalized service
Customized and designed to your specific requirements
Who we serve
- Corporations and insurance companies
- Taft-Hartley community
- Endowments and foundations
- Government and public funds
The power of partnership
The team dedicated to your company’s account is assembled based on your needs, and it is agile enough to adapt as those needs evolve. Members of your team are drawn from the following areas of specialization:
Kristy Perez
Kristy has over 35 years of institutional trust banking experience. She specializes in customizing banking service models for complex and/or unusual client situations and has an extensive background managing administrative functions associated with internal and external audit and regulatory and compliance requirements. Her primary responsibilities include overseeing and leading relationship management activity associated with delivering client service and generating new clients nationally for custody/safekeeping, securities lending, asset management, and trust services. Client and prospect base oversight includes directed trustee, corporate, employee benefit plan, public/government, Taft-Hartley, foundations/endowments, health care, insurance, and other specialized institutional trust arrangements.
Kristy attended DeVry Institute of Technology for Business and System Analysis. She is an active member of the International Foundation of Employee Benefit Plans.
“Providing our clients with peace of mind is something we take very seriously. That’s why we put a priority on having the knowledge and expertise to deliver high-value trust and custody services to our institutional clients.”
Stay connected
To learn more about BMO Trust and Custody Services or to speak with a member of our team, call or email us: