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
Going Public: Understanding Different IPO Approaches
For many business owners, taking a company public is a significant milestone—a strategic move that can provide access to capital,[…]
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5 Things To Do Before Selling Your Business
Selling a business is a substantial decision that requires careful planning, preparation, and execution. Effectively selling your company, whether considering[…]
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Creating A Business Transition Plan
A carefully designed business transition plan can facilitate proper succession and a lasting legacy. The process requires multiple considerations on[…]
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The Founder’s Dilemma: Navigating the Crossroads of Wealth and Control
Business founders inevitably confront a defining decision in their journey: whether to chase wealth or hold on to control of[…]
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Optimize Your Company’s Retirement Offerings
Attracting and retaining talent has become much more difficult, and business owners need to ensure they are retaining their top-quality[…]
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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.