Family Office Solutions
Navigate the future confidently with our dedicated Family Office Services, designed to cultivate, manage, and transition your family’s wealth seamlessly across generations.
Multigenerational Wealth Strategy
With a unique blend of wealth preservation, growth, and multigenerational legacy management, our family office services leverage the expertise of dedicated local teams. These teams take a comprehensive approach, creating personalized strategies that align with your family’s financial aspirations, values, and long-term goals. Through this alignment, we ensure the thriving of your legacy across generations, providing peace of mind and laying a solid foundation for future success.2
Specialized Offerings
Wealth Planning
Strategic guidance tailored to your family’s long-term financial goals and legacy aspirations.2
Investment Management
Custom investment solutions designed for optimal performance and alignment with your family’s values.2
Trust and Estate Planning
Comprehensive estate planning and trust management to safeguard your legacy.2
Philanthropic Solutions
Personalized support in establishing and managing charitable endeavors that reflect your family’s values.
Private Banking
Exclusive banking services and tailored credit options to meet your family’s unique needs.1
Insurance Solutions
Comprehensive estate planning and trust management to safeguard your legacy.2
Insights
Why Your Family Business Could Benefit from a Board
Running a family business is both rewarding and challenging. It involves balancing family relationships with business objectives, navigating complex dynamics,[…]
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How Pruning Your Business Can Create New Growth
Just as a gardener must sometimes prune branches, leaves, and roots to ensure a thriving, healthy garden, business leaders must[…]
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Mastering Tax-Loss Harvesting: Strategies to Slash Your Tax Bill
Tax-loss harvesting is a sophisticated strategy designed to help high-net-worth individuals manage their investment portfolios more effectively by optimizing tax[…]
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Risk Management for Family Enterprises
Family businesses come with unique challenges and risks. By proactively recognizing and addressing these risks, family enterprises can enhance their[…]
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Going Public: Understanding Different IPO Approaches
For many business owners, taking a company public is a significant milestone—a strategic move that can provide access to capital,[…]
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Ready to learn more? Let’s have a conversation.
Discover how our tailored family office services can support and enhance your family’s financial legacy and future.
Personal and Commercial banking services offered through First Western Trust Bank, Member FDIC.
Wealth Management, Trust, Insurance, and Investment services are Not a deposit, Not guaranteed by the Bank, May Lose Value.