Insights
Starting Legacy Conversations with Your Kids
September 5, 2014
By Jim Sprout In our last Connecting Generations newsletter, we discussed the importance of having legacy conversations with your children. […]
Family Legacy Conversation
September 4, 2014
“Connecting One’s Wisdom to One’s Wealth” The Family Legacy Conversation is a process that helps families discover, recollect and record […]
Helping Entrepreneurs With Their ‘Life Plan’, Wall Street Journal
September 2, 2014
Our Chairman and CEO Scott Wylie writes for the Wall Street Journal about how entrepreneurs risk everything if their focus […]
Why Women Philanthropists Are Changing the World
August 29, 2014
On August 28, 2014, Alexis Owen, Director of Philanthropic Services & Marketing, shared a webinar, discussing the impact women are […]
How To Set Up A Special Needs Trust
August 25, 2014
For those with a child or relative with a disability, providing excellent care is a top of mind concern. As […]
Bringing Together the Best & Brightest Entrepreneurs in Jackson
August 21, 2014
On Monday afternoon, First Western Trust was a proud sponsor of Silicon Couloir’s Annual Pitch Day. Silicon Couloir is a […]
Tackling The Housing Crisis, Jackson Hole News & Guide
August 20, 2014
Jackson Hole Chairman Kay Jones writes for the Jackson Hole News & Guide about the solutions for the local affordable […]
Retirement Update – Second Quarter 2014
July 31, 2014
On July 23rd, 2014, David Stern, investment analyst, shared his insight into economic trends in the second quarter and market […]
Kid Going to College? Have the “Money Talk”, CNBC.com
July 30, 2014
Melissa Montgomery-Fitzsimmons, director of wealth planning at First Western Trust, is getting ready to send her son off to college. She […]
What Philip Seymour Hoffman Should Have Done with His Money
July 26, 2014
Our Director of Wealth Planning Melissa Montgomery-Fitzsimmons writes about the estate planning advice she wishes she could have given beloved […]