Earlier this year, Pacific Premier Bank announced an agreement to merge with Umpqua Bank. This strategic partnership is designed to expand our breadth of expertise and to enhance the solutions we are able to offer to our clients. We are pleased to share that on September 1, 2025, the merger was completed. At the same time, Umpqua Bank also completed its planned name change to Columbia Bank. I am writing to share what the merger means for you and to announce the renaming of Pacific Premier Trust.
No Changes to Your Trust Relationship
I want to assure you that your relationship with Pacific Premier Trust will remain unchanged. You will continue to receive the same suite of products, services, and support from the dedicated client service and relationship management teams you work with regularly. There will be no system conversions as a result of this transition. No action is required on your part at this time. Please continue to transact confidently with Pacific Premier Trust as you always have.
Upcoming Name Change: Columbia Private Trust
As of September 1, 2025, Pacific Premier Trust will be renamed Columbia Private Trust, aligning our name with Columbia’s family of brands. The Columbia Private Trust name is now reflected on our website, and you will soon begin seeing the name on envelopes, email and all other communication you receive from us. Our website address is also changing to www.columbiaprivatetrust.com. Please be sure to update any bookmarks you have saved. Rest assured, if you visit www.pacificpremiertrust.com, you will continue to reach our site.
Additionally, as a result of the bank merger, our privacy policy has been updated. You can view the new Privacy Policy, as well as information about the California Financial Information Privacy Act on our website. For additional information about the merger, please visit the Merger Information Center at ColumbiaBank.com/welcome.
We sincerely appreciate your relationship with us and are truly excited about the opportunities the future holds. If you have any questions, please do not hesitate to contact us at 800.962.4238. We value your business and look forward to serving you for many years to come.
Sincerely,
Tamara Wendoll
EVP, Managing Director