Goodwill and Other Intangible Assets (Tables) - USD ($)
$ in Thousands

12 Months Ended

Dec. 31, 2024

Dec. 31, 2023

Dec. 31, 2022

Goodwill and Intangible Assets Disclosure [Abstract]

Changes in Goodwill

Goodwill represents the excess of the cost of acquired assets over the fair value of the underlying liabilities assumed at the date of acquisition. Changes in goodwill were as follows (in thousands):

	Trust Segment		Advisory Segment		Total
Balance at December 31, 2022	$	16,401	$	19,331	$	35,732
Salient Acquisition adjustment1	—		(428)		(428)
Broadmark Acquisition	—		4,197		4,197
Balance at December 31, 2023	16,401		23,100		39,501
Balance at December 31, 2024	$	16,401	$	23,100	$	39,501

Summary of Intangible Assets

The following is a summary of intangible assets at December 31, 2024 and 2023 (in thousands, except years):

	Weighted Average Amortization Period (years)	Gross Carrying Amount		Accumulated Amortization		Net Carrying Amount
2024
Client relationships	15.0	$	34,397	$	(15,199)	$	19,198
Internally developed software	7.9	2,452		(1,479)		973
Trade name	3.0	3,800		(2,639)		1,161
Non-compete agreements	3.0	1,100		(764)		336
		$	41,749	$	(20,081)	$	21,668
2023
Client relationships	15.0	$	34,397	$	(12,906)	$	21,491
Internally developed software	5.8	1,439		(1,258)		181
Trade name	3.0	3,800		(1,372)		2,428
Non-compete agreements	3.0	1,100		(397)		703
		$	40,736	$	(15,933)	$	24,803

Amortization expense

$ 4,148

$ 4,149

$ 1,889

Estimated Amortization Expense for Intangible Assets over the Next Five Years

Estimated amortization expense for intangible assets over the next five years, and thereafter, is as follows (in thousands):

For the year ending December 31,	Estimated Amortization Expense
2025	$	4,003
2026	2,494
2027	2,494
2028	2,494
2029	2,449
Thereafter	7,734
Total	$	21,668