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
The IRS Announces 3 Key Changes to 401(k) Plans for 2025: How to Maximize Your Retirement Savings
The IRS has recently unveiled important changes to 401(k) plans for 2025, offering new opportunities for workers to boost their[…]
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Tax-Efficient Retirement Planning: Strategies to Optimize Your Wealth in Retirement
When planning for retirement, maximizing wealth and managing tax burdens are essential to ensure your hard-earned savings work for you.[…]
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The Power of Diversification: Enhancing Your Investment Strategy for 2025
As the market approaches the end of 2024, diversification remains one of the most crucial elements in building a resilient[…]
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Navigating the Commercial Lending Landscape: A Guide to Securing the Right Financing for Your Business
Finding the right commercial financing for your company can be complex, with various types of loans, application requirements, and lender[…]
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Optimizing Cash Flow for Business Growth in the Coming Year
Effective cash flow management is fundamental to supporting sustainable growth, especially as we approach 2025. Whether you are looking to[…]
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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.