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
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[…]
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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[…]
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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[…]
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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[…]
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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[…]
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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.