Higley Financial Team Trust Services

Higley Financial, LLC offers Trust solutions to High-Net-Worth clients who want to leave a meaningful legacy to future generations and charitable organizations.  Trust accounts play a role in transferring wealth efficiently, ensure wishes are carried out, minimize estate taxes and avoid probate.  Whether you are a trustee or beneficiary of a trust, we offer a network of trust companies through Pershing BNY Mellon's open architecture trustee platform with a full menu of capabilities. Higley Financial, LLC. provides access to expert trust administration services through some of the nation's most highly regarded trust companies. 

Trustee Network:

BOK Financial

Capital First Trust Company

Comerica Bank & Trust, N.A.

Independent Trust Company of America

New York Private Trust Company

Reliance Trust Company of Delaware

Wilmington Trust

American Endowment Foundation

Renaissance Charitable Foundation


Contact Higley Financial for more details on the Trust solutions available through BNY Trust Network or our local Trust Company network.


BNY Mellon's Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and '40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world's most sophisticated and successful financial services firms rely on Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting. Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of 23 offices worldwide, Pershing provides business-to-business solutions to clients representing more than 6 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company