Corporate Trust

Comprehensive, customized solutions for municipalities and corporations.

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About us

Associated Bank’s Corporate Trust Services team is an experienced partner to issuers, borrowers and investors. We deliver independent, reliable custody and trust services tailored to complex financial structures. Our capabilities include escrow services, paying agent support, and trustee and custody solutions—all designed to meet the evolving needs of sophisticated organizations.

Backed by a long history in corporate and municipal bond trustee services, our Midwest-based team brings deep experience, precision and a strong focus on risk management and compliance to every engagement.

An investment partnership designed around you.

Our Associated Bank Private Wealth team has created something special—a highly personal, holistic approach to wealth management. You remain in control and choose the ways you prefer to engage with your advisor.

  • Listen + learn

    We start by listening to understand your needs, priorities and success criteria.

  • Consult

    We apply our expertise to guide you through structuring considerations and available options.

  • Establish strategy

    We formalize a solution tailored to your transaction requirements, so that you have a documented, agreed-upon plan that ensures alignment across all parties.

  • Implement solutions

    We work with you to ensure accurate and timely execution, a seamless client experience and minimized risk.

  • Evaluate + adjust

    On-going portfolio monitoring and administration in a dynamic process to ensure it remains positioned to pursue your objectives.

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Corporate trust & municipal bond solutions

For over 50 years, we’ve worked with corporate and public finance clients across the Upper Midwest providing solutions for their debt issuance needs. Our clients have come to trust our expertise and revere our client service as a dedicated partner for their financing needs.

  • Bond indenture trustee—Delivers confidence to both issuers and investors through disciplined monitoring and execution.

  • Successor trustee—Works alongside you to deliver seamless continuity and maintain trust throughout business leadership changes.

  • Issuing, fiscal & paying agent—Partners with you to simplify administration and payments, helping you operate with confidence and credibility.

  • Tender agent—Manages the tender process end-to-end, ensuring accuracy, transparency, and timely execution.

  • Custodian—Provides trusted oversight and seamless administration, ensuring that every milestone is met.

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Escrow solutions

Associated Trust Company (ATC) serves as an independent escrow agent. Using our own or a client-provided escrow agreement, our efficient, established team works to mitigate your risk and ensure a smooth closure that meets your timelines and expectations.

  • Mergers and acquisitions (M&A)

  • Class action, litigation and structured settlement

  • Private placement and subscription

  • Government and EPA

  • 1031 Exchange depository

  • Tax reporting

  • Real estate

Connect with an Associated Bank professional.

Find a team
near you

John B Duffy
Senior Vice President - Institutional Client Advisor
608-259-3654
John.Duffy@AssociatedBank.com

Frequently Asked Questions

Associated Bank provides a range of services for our corporate trust and custodial clients, including paying agent and fiscal agent services, issuing paying agent support, indenture trustee services, defeasance and refunding escrow services, custody and safekeeping, and various escrow solutions. These services are designed for municipalities, school districts and other organizations and businesses with complex financial administration needs.

Associated Bank's escrow services support a variety of transactions, including business sales, mergers and acquisitions, class action settlements and other situations in which an independent third party is needed to safeguard assets or funds. 

Associated Bank combines specialized knowledge with solutions designed around each organization's unique needs. Our corporate trust team supports our clients with dedicated service, experience in complex financial structures and a consultative approach that helps organizations efficiently manage fiduciary, escrow and custodial responsibilities.



  • Investment, Securities and Insurance Products:

    NOT
    FDIC INSURED    		NOT BANK
    GUARANTEED    		MAY
    LOSE VALUE    		NOT INSURED BY ANY
    FEDERAL AGENCY    		NOT A
    DEPOSIT

     

  • Associated Bank and Associated Bank Private Wealth are marketing names Associated Banc-Corp (AB-C) uses for products and services offered by its affiliates. Securities and investment advisory services are offered by Associated Investment Services, Inc. (AIS), member FINRA/SIPC; insurance products are offered by licensed agents of AIS; deposit and loan products and services are offered through Associated Bank, N.A. (ABNA); investment management, fiduciary, administrative and planning services are offered through Associated Trust Company, N.A. (ATC); and Kellogg Asset Management, LLC® (KAM) provides investment management services to AB-C affiliates. AIS, ABNA, ATC, and KAM are all direct or indirect, wholly-owned subsidiaries of AB-C. AB-C and its affiliates do not provide tax, legal or accounting advice. Please consult with your advisors regarding your individual situation. (1024)