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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.
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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

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Specialized Offerings

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Wealth Planning

Strategic guidance tailored to your family’s long-term financial goals and legacy aspirations.2

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Investment Management

Custom investment solutions designed for optimal performance and alignment with your family’s values.2

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Trust and Estate Planning

Comprehensive estate planning and trust management to safeguard your legacy.2

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Philanthropic Solutions

Personalized support in establishing and managing charitable endeavors that reflect your family’s values.

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Private Banking

Exclusive banking services and tailored credit options to meet your family’s unique needs.1

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Insurance Solutions

Comprehensive estate planning and trust management to safeguard your legacy.2

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Insights

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.

By selecting submit above, you expressly agree to be contacted by First Western Trust Bank using your provided contact information. This express consent overrides any 'do not call' or related 'do not contact' you may have registered with any state or federal agency. Please do not include confidential information in your submission, such as account numbers, tax identification numbers, or login credentials.

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.