CenTrue Private Bank works alongside trustees, law firms, corporate service providers and fiduciary managers responsible for complex wealth structures. We provide banking services and coordinated oversight while respecting the authority, governance and legal separation of each mandate.
Each trust, foundation and special purpose vehicle is treated as a distinct banking relationship, with permissions, reporting and controls aligned to its governing structure.
Authorised fiduciaries and professional advisers can maintain coordinated oversight across eligible relationships while preserving clear separation between entities and mandates.
Centralized oversight for portfolios and entities operating across multiple jurisdictions.
Clear separation of mandates with full audit transparency and asset protection.
Secure connectivity enabling structured reporting and institutional data exchange.
Advanced compliance tools designed to reduce administrative burden for fiduciary teams.
Position, valuation and transaction reporting per entity and consolidated across a book of entities, exportable as PDF and CSV for onward reporting to your own clients and auditors.
Scheduled statement delivery to a nominated secure endpoint, so entity data reaches your practice-management system without manual re-keying.
Access is granted per entity and per person, at view, instruct or authorise level. Every grant, view and authorisation is recorded in an audit trail your compliance team can retrieve.
Firms are onboarded once, at the practice level. Diligence is performed on the firm and its principals, after which individual entities are added under that relationship rather than opened from scratch.
Firms acting for clients should write to us at info@centruebank.com, noting trust, estate and fiduciary services. Entity structures and reporting requirements are discussed before any application is made.
Opening an account begins in the portal and continues with a
banker. Verification is completed remotely, and every relationship
remains subject to eligibility and approval.