MassMutual Private Wealth & Trust, FSB

Institutional Investor Massachusetts, United States ·Founded 2000

Overview

MassMutual Private Wealth & Trust, FSB is a wholly-owned subsidiary of Massachusetts Mutual Life Insurance Company, offering comprehensive trust and fiduciary services tailored for high-net-worth individuals. Their services encompass investment and trust consultations, professional trustee roles, and holistic estate planning and wealth management solutions. The firm operates as a federally chartered savings bank, authorized to conduct business across all states, and is a member of the Federal Deposit Insurance Corporation. However, fiduciary accounts held with them are not FDIC-insured, and assets are subject to investment gains and losses. MassMutual Private Wealth & Trust, FSB is headquartered in Springfield, Massachusetts, and has been serving clients since its establishment in 2000. The firm is committed to providing personalized services to help clients preserve, grow, and transfer wealth to their chosen beneficiaries and causes.

Investment Focus

  • High-net-worth individuals seeking comprehensive trust and fiduciary services

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Frequently asked questions about MassMutual Private Wealth & Trust, FSB

What sectors does MassMutual Private Wealth & Trust, FSB invest in?

MassMutual Private Wealth & Trust, FSB invests in Financial Services, Insurance, Investment Management, Estate Planning and Trust Services, and is based in Massachusetts, United States. MassMutual Private Wealth & Trust, FSB is listed as a institutional investor in the ConnectSafely investor database.

What stage does MassMutual Private Wealth & Trust, FSB invest at?

MassMutual Private Wealth & Trust, FSB backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.

Which regions does MassMutual Private Wealth & Trust, FSB invest in?

MassMutual Private Wealth & Trust, FSB invests across United States.

Last updated · Source: ConnectSafely investor database