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
Exploring M&A Financing Options: Finding the Right Fit for Your Business Acquisition
Mergers and acquisitions (M&A) are significant milestones in the life of any business. Whether you’re looking to expand your portfolio,[…]
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Building a Legacy: How to Integrate Philanthropy Giving into Your Wealth Strategy
Incorporating philanthropy into your wealth strategy1 aligns your financial goals with your values, offering immediate and long-term advantages. Strategic charitable[…]
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5 Common Wealth Management Mistakes and How to Avoid Them
Managing wealth effectively requires thoughtful planning and disciplined execution. It’s easy to make mistakes along the way, but some errors[…]
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How to Leverage Treasury Management to Optimize Your Business Finances
Effective cash flow management is critical to the success of any business, from small companies to large corporations. Yet, many[…]
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Building a Personalized Wealth Management Strategy: Key Steps to Achieve Your Financial Goals
Wealth management isn’t a one-size-fits-all process. Every individual and family has unique financial goals, life circumstances, and risk tolerances that[…]
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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.