Institutional Trusts

Corporations, non-profits including endowments and foundations, and public entities such as counties, other municipalities and management districts have unique and complex financial needs. Cadence trust specialists are here to develop and manage your investment and financial holding, preservation or investment strategies with solutions tailored to your institution’s specific needs, objectives and market conditions.

For our institutional trust clients, we offer:

  • Corporate trustee and agency services
  • Custodial, record keeping and asset safekeeping
  • Investment management
  • Escrow services related to mergers and acquisitions, indemnification, milestone funding and Sec. 1031 exchanges
  • Paying Agent services under stock subscriptions, mergers and acquisitions and related transactions
  • Rabbi trusts and non-qualified plans
  • Retirement services

Call 1-800-275-7850 to learn how our institutional trust services can manage and protect your company’s assets.

© 2017 Cadence Bank. Cadence Bank, N.A. Member FDIC    Equal Opportunity Employer NMLS#525022 Equal Opportunity Lender


Dear Customer,

As you may be aware by now, Cadence Trust is changing accounting software.  As a result, you will be directed to a new site effective July 1, 2017, to access your Trust Account information.  The current site will remain in effect until the end of July to allow you time to download any information you wish to retain prior to the conversion.  If you should have any questions, please contact your account administrator.