Star Bank, National Association

U.S. Bank, located in Cleveland, OH, offers a comprehensive range of financial services including personal and business banking, investing, and wealth management solutions. Their extensive product offerings encompass checking and savings accounts, credit cards, personal loans, and various investment options tailored to meet diverse financial needs. In addition to traditional banking services, U.S. Bank provides specialized solutions for businesses, such as payroll services, payment processing, and treasury management. With a focus on customer education and support, they aim to empower clients to achieve their financial goals through informed decision-making. Generated from the website

The Private Trust Company, N.A. is a trusted partner for financial advisors, institutions, attorneys, and tax and accounting professionals, offering expertise in all aspects of trust administration. With a flexible and open-architecture model, they empower advisors to maintain strong client relationships and manage assets for wealth management and legacy planning needs. They provide customized solutions for individuals, families, and privately held businesses, simplifying the complexities of legacy planning and wealth management. Their dedication to serving their partners and their expertise in trust administration make them a reliable choice for those seeking assistance in achieving their investment and estate planning goals.Generated from the website

BDO offers world-class resources and industry expertise to provide assurance, tax, financial advisory and consulting services to clients in Cleveland and beyond. BDO USA is also a member firm of BDO International, the fifth largest accounting and consulting network in the world. With locations in Cleveland, Ohio, across the U.S. and the world, our professionals deliver exceptional client service to clients of all sizes and across all industries. At BDO, client service is key to our success in building strong, long-term relationships.