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
Personalized coverage strategies to protect your wealth, family, and future.
Insights
Empowering Tomorrow: Connecting with the Next Generation of Family Wealth
As the largest intergenerational transfer of wealth in history unfolds, many wealthy families are prioritizing succession planning. Yet, a critical[…]
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Estate Tax Strategies That Go Beyond Exemptions
The lifetime federal gift and estate tax exemption has been a cornerstone of wealth transfer planning. However, with the exemption[…]
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Passing the Torch: Unlocking Value Through Employee Ownership
Selling a business is one of the most consequential decisions an owner will make. While many entrepreneurs consider traditional exit[…]
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Creating a Tax Budget to Protect Your Investment Gains
For high-net-worth individuals, investment1 gains are a core part of wealth growth—but they also carry tax implications that can erode[…]
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From Grant Cycles to Growth: Navigating Cash Flow in Nonprofit Finance
Nonprofits live in a unique financial reality. While the mission is constant, the money isn’t. Whether it’s annual fundraising events,[…]
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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.