About HighMark Trust
HighMark Trust is a Florida-chartered trust company regulated by the Florida Office of Financial Regulation. We provide fiduciary and administrative trust services for clients who have chosen us to serve as trustee, co-trustee, or agent for trustee.
Scope of Services
HighMark Trust provides fiduciary and administrative trust services only. The information contained on this website is provided for general informational purposes and should not be construed as legal, tax, or investment advice. HighMark Trust does not offer investment advisory, brokerage, or legal services. Clients and visitors should consult their professional advisors before making any financial, investment, or estate-planning decisions.
Fiduciary and Investment Disclosure
HighMark Trust may, in its fiduciary capacity, select, retain, or oversee investment managers or advisors for certain accounts. In accordance with Florida Statute § 736.0808, HighMark Trust may be required to assume investment oversight responsibilities, either temporarily or permanently, in the absence of a designated Investment Advisor, consistent with its fiduciary duties under applicable law.
All investments and investment managers are subject to risk, including the possible loss of principal. Investments held in trust accounts are not FDIC insured, not deposits or obligations of any bank, and not guaranteed by any bank. Cash held in trust accounts may be deposited at FDIC-insured institutions and is subject to FDIC coverage limits as applicable. Broker-held cash positions, such as sweep or custodial accounts maintained at brokerage firms, are not FDIC insured and may be subject instead to protections such as SIPC coverage, where applicable.
Regulatory Status
HighMark Trust is authorized to conduct trust business in the State of Florida. Nothing on this website should be interpreted as a solicitation or offer to provide services in any other jurisdiction where HighMark Trust is not authorized to operate.
Confidentiality and Communications
Information transmitted through this website or by email may not be secure. Please avoid sending sensitive or confidential information unless specifically requested or sent through a secure channel. Using this website or contacting us does not create a client or fiduciary relationship.
Accessibility
HighMark Trust is committed to ensuring that its website is accessible to all users. If you experience difficulty using the site or have accessibility concerns, please contact us at service@highmarktrust.com.
Copyright Notice
All content on this site, including text, images, and design elements, is the property of HighMark Trust or its licensors and may not be used without permission. ©2025 HighMark Trust. All rights reserved.
Updates
These disclosures may be updated periodically. Any changes will be posted on this page with a revised effective date.