To provide the most customized financial and wealth management solutions, Sabal Trust Company maintains strategic relationships with leading service providers, organizations and professionals in the financial services industry. Our trusted network of partners enhances our ability to provide you with integrated investment management, trust and IRA services and estate settlement.
Sabal Trust values our relationship with Reliance Trust Company, a subsidiary of the privately held Reliance Financial Corporation, located in Atlanta, Georgia. Reliance Trust, which was founded in 1975, is the largest independent trust company in the United States. It is the leading provider of financial services to trust companies, corporate and institutional clients as well as individuals. Reliance Trust has provided financial support services to Sabal Trust since 1993. Sabal Trust and Reliance Trust own small minority interests (less than 5 percent) in each other.
Sabal Trust maintains strong relationships with more than 40 firms in the greater Tampa Bay area. Local attorneys and CPAs retain Sabal Trust to provide related financial and wealth management services on a wholesale basis for their trust, estate, agency and guardianship clients. These services are provided through Sabal Trust's online Fiduciary Support Services.
Sabal Trust has relationships with a number of nationally recognized specialty investment management firms that assist us in providing customized trust, retirement, asset and wealth management solutions as needed. As your trusted financial advisors, Sabal Trust conducts ongoing monitoring of our partners to assure that they adhere to the highest investment management and fiduciary standards.
