Personal trust services

A trust can be a strategic part of an overall financial strategy. We can establish your trust to reflect your values, goals and wishes.
Call us at 888-211-3868.
WHAT WE OFFER

What is a TIAA trust?

TIAA-CREF Trust Company and Individual Advisory Services offer a team of specialists and services to meet your goals.
Investment strategy
We partner with you to create a personalized strategy geared toward you and your beneficiaries’ investment goals.1
Administration services
Assist with implementing your estate plan, consolidating assets and administering the trust based on the terms of your trust document.
Trust expertise
We complete your trust tax return and assist with charitable gift calculations.*
Estate planning
Minimize the estate taxes and probate costs that are often incurred when transferring assets through a will.
Meeting your needs

Is a trust right for you?

Consider establishing a trust if you want to:

  • Protect assets from creditor’s claims.
  • Establish a tax-advantaged charitable gift, structured gifts to charities, or other philanthropic activities.
  • Avoid the potential costs and delays associated with probate and manage your estate tax exposure as well as any potential estate taxes.
  • Provide an orderly means of managing your financial affairs in the event you become incapacitated, or upon death.
  • Ensure that your assets are managed for the benefit of your heirs, according to your wishes.
 
Why TIAA Trust Company

Since 1998, the TIAA-CREF Trust Company, FSB, has helped investors plan for their retirement goals.

Working with TIAA

Your personal trust and Individual Advisory Services team

You can have confidence that your assets are managed by a team of specialists who help with all of your financial needs.
Contact Us

Start the conversation

Call Us
We’re here to answer your questions and set up a meeting.
Weekdays, 8 a.m.-10 p.m. (ET)
Saturday, 9 a.m.-6 p.m. (ET)
Find an Advisor
Want to find an advisor near you?
 
Schedule A Call
One of our representatives will call you at your convenience.

Discover more

Services

Individual Advisory Services

Receive personalized advice and guidance for every stage of your financial life.
Services

Managed accounts

In a managed account, we manage your investments based on your personal needs and goals.
COMMUNITIES

MyRetirement

Exchange ideas with experts and peers in our MyRetirement community.
The Giving Fund

TIAA Charitable Giving Fund

A simple, tax-savvy way to make a bigger impact with your charitable giving.
TIAA Charitable
1 Nothing in this document is intended to, nor should it be construed to, suggest the creation a legal partnership or joint enterprise.
* When TIAA-CREF Trust Company, FSB is acting as Trustee, they will prepare the trust's tax return or oversee the preparation of the return.
 
TIAA-CREF managed account services provide discretionary investment management services for a fee.
Investing involves risk and the value of your investments may gain or lose value and fluctuate over time.  Investments in managed accounts should be considered in view of a larger, more diversified investment portfolio. Individuals should consult with an independent tax advisor, CPA and/or attorney for specific advice based on the individual’s personal circumstances.
TIAA-CREF managed account services are offered through two separate managed account programs offered by TIAA-CREF affiliates: the TIAA-CREF Advice and Planning Services Portfolio Advisor program offered through TIAA-CREF Individual & Institutional Services, LLC , a registered investment adviser and broker-dealer, and the Private Asset Management offered by TIAA-CREF Trust Company, FSB, a federal savings bank.
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