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
Smart Reinvestment Strategies for Business Growth
Achieving sustainable business growth is about more than just scaling operations. It requires deliberate reinvestment strategies, careful financial planning, and[…]
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How to Balance Growth and Preservation in Your Wealth Management Strategy
Wealth management is a nuanced art, especially for individuals approaching or enjoying retirement.1 The challenge lies in finding the right[…]
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Tax-Filing Strategies for High-Earning Individuals
As filing season approaches, high-income earners face the challenge of navigating a complex tax landscape while seeking to preserve and[…]
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The New Economy Begins: 4 Money Moves High-Net-Worth Individuals Should Make Before Inauguration Day
As a new administration prepares to take office, high-net-worth individuals face an opportunity to review their financial strategies. Changes in[…]
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How to Plan for Retirement: A Comprehensive Wealth Management Strategy for High-Net-Worth Individuals
As a high-net-worth individual, retirement isn’t just a milestone—it’s a chance to transition into the next chapter with purpose, freedom,[…]
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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.