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.
Close up of a painting of a manufacturing center

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

Multigenerational family walking in a field at golden hour

Specialized Offerings

dc4b5ace60218f74d9c73bf817695b2c e1711659206552

Wealth Planning

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

57e6b3ed8f1ec2cdab6b58eda21a3392

Investment Management

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

4b6dccf9c3e2fdbccb20746e18d13d91

Trust and Estate Planning

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

9e1a482f45a650f83bdfe5a7f241248e scaled e1711660084636

Philanthropic Solutions

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

276d428aeddc7c466e2a469d8496ffad 1 e1710584441467

Private Banking

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

97c1642012ffcd13cd04fc1014da0198 e1711660110776

Insurance Solutions

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

Insights

Choosing the Right Retirement Plan for Your Business

As a business owner, selecting the right retirement plan isn’t just about offering employee benefits—it’s about aligning those benefits with[…]

Read more
Choosing the Right Retirement Plan for Your Business 1

Optimizing Treasury Management: Strategies for Business Efficiency and Liquidity

Effective treasury management is a cornerstone of business success. It ensures that a company can meet its financial obligations, manage[…]

Read more
Optimizing Treasury Management Strategies for Business Efficiency and Liquidity 1

Best Practices and Pitfalls to Avoid When Investing an Inheritance

Receiving a significant inheritance can be both a blessing and a burden. On one hand, it offers new financial opportunities[…]

Read more
iStock 1456151971

The Role of Trusts in Business Exit Planning

Exiting a business is a significant milestone for any entrepreneur. Whether selling the business, passing it to heirs, or closing[…]

Read more
The Role of Trusts in Business Exit Planning 1

Preserving Wealth Through Generational Transitions

Entrepreneurs often face the challenge of reinvesting in their businesses while maintaining personal Generational transitions represent one of the most[…]

Read more
Preserving Wealth Through Generational Transitions 1

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.