Western Reserve Trust Company
Financial Services - Cleveland, OH, US
Western Reserve Trust Company Employees
Katherine Lammert
Trust and Estate Administration / Family Office Services
Jodie O'Malley
Chief Financial Officer/Tax and Family Office Services Specialist
Western Reserve Trust Company Senior Management
Jodie O'Malley
Chief Financial Officer/Tax and Family Office Services Specialist
Western Reserve Trust Company Details
In March of 2018, Western Reserve Trust Company was granted its charter from the State of Ohio as a non-depository bank to engage primarily in the personal trust business. Western Reserve was formed by three veteran trust and estate lawyers who saw a growing demand from their affluent clients and their families for a client centric trust company headquartered in the Midwest. Located in Cleveland, Ohio, Western Reserve provides trust and estate services, along with a variety of family office services, all of which are specifically tailored for each client relationship. Western Reserve does not provide investment management services but instead works closely with registered investment advisors, large banks and broker dealers to obtain those services for its clients.Western Reserve and its employees believe clients want and deserve a traditional personal relationship with their trustee that is based on experience and a long history and deep knowledge of the family, one that can evolve as its clients' needs change over time.
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