Sandy Spring Private Client Group | Bethesda Magazine

Senior Services

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Sandy Spring Private Client Group

Roberta Z. Greenspan, CFA, CFP®

17801 Georgia Ave.

Olney

20832

RGreenspan@SandySpringTrust.com

800-399-5919, ext. 8401

www.sandyspringbank.com/wealth

Sandy Spring Private Client Group is a division within the bank that takes a holistic approach to meeting clients’ financial needs through trust services, private banking, wealth planning, and investment management.

“One of the key advantages of the Sandy Spring Private Client Group is access to all of the bank’s resources,” says Roberta Greenspan, division executive. “Our experts, a team of 45 professionals with an average of 20 years of experience, work together seamlessly to deliver comprehensive and personalized strategies to help each client achieve their financial goals.”

Those goals can range from very straightforward to the most complex situations such as designing a legacy with blended families, inheritance planning and carrying out a client’s charitable intent. An important role this group can play for clients is as trust administrators or corporate trustees, and also as successor trustees when the original executor cannot fulfill his or her duties. The bank’s fiduciary care standard is the highest of financial standards.

Having a professional administer a trust or estate gives families peace of mind. They know a trusted expert is handling the funds, paying the taxes, and filing the necessary reports. In addition to traditional transfers of wealth as an executor, the Sandy Spring Private Client Group is often appointed by clients to help seniors during periods of incapacity, or to serve as trustee of a special needs trust, such as one created by parents for a child with a disability.

Whatever the unique situation, the Sandy Spring Private Client Group can provide the personalized service and deep expertise clients need to help grow and protect what they have worked so hard to earn throughout their lifetime.

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