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Tailoring our expertise to meet your family's needs.

Our family office services can offer your family the expertise needed to help you enjoy life. Regions Morgan Keegan Trust can be your designated worrier and take the guess work out of many aspects of your family's financial needs.

We can:

  • Coordinate with other trusted advisors including attorneys and CPAs
  • Use open architecture to access best of breed investments  
  • Prepare and provide tax summaries and accountings
  • Pay all bills and ongoing expenses
  • Determine overall cash flow requirements and living expenses
  • Establish a monthly budget
  • Coordinate multigenerational family meetings

We take pride in our family office services and strive to ensure the financial needs of our clients are met for generations to come.

Regions Morgan Keegan Trust's professional staff combines an unmatched reputation for stability and integrity with the highest fiduciary standards.

To meet our Family Office Team click here.

 

Trust services are provided through Regions Morgan Keegan Trust, a trade name for the Trust Division of Regions Bank.

 

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