Wealth Structuring and Strategy
Optimize and secure your wealth with our comprehensive wealth structuring services, tailored to safeguard your legacy and ensure your wealth works towards your most cherished goals.
Innovative Solutions for Crafting Your Legacy
Your wealth is both a source of security and opportunity. Creating a legacy and using your wealth to make a meaningful difference for your family, community, and essential causes takes innovative wealth structuring. At First Western Trust, we collaborate closely with you, your attorneys, and your accountants to craft effective strategies for structuring your wealth.
Unique Assets
Personal Wealth
Business Wealth
Estate Equalization
Unique Asset Management Solutions
Whether you require assistance managing your current assets or wish to prepare for the future, we’re here to help. Our comprehensive asset management services encompass all aspects, from sales and valuations to customized distribution, tailored precisely to your preferences.1
- Comprehensive Asset Oversight — Our team manages your unique assets throughout the term, ensuring their proper care and oversight.
- Asset Valuations — We facilitate accurate assessments of collectibles and similar items, aiding in informed decision-making.
- Directive Distribution — We meticulously follow your directives to distribute assets according to your wishes, ensuring precision in estate planning.
- Efficient Liquidation — Our team handles the sale of personal belongings, effectively liquidating assets with seamless precision.
Personal Wealth Management Solutions
Ensure your wealth is strategically structured to align with your goals and future ambitions and provide security for your family with professional wealth management services.1
- Trust & Will — Ensure your assets are safeguarded and your wishes are honored with our comprehensive trust and will services, providing peace of mind for you and your loved ones.
- Inheritance — Secure the smooth transfer of assets to your heirs and beneficiaries, minimizing complications and maximizing the benefits of your legacy.
- Powers of Attorney — Safeguard your financial and healthcare decisions with our powers of attorney services, ensuring your wishes are fulfilled, even in unforeseen circumstances.
- Retirement — Plan for a secure and comfortable retirement with our tailored retirement services, which will guide you and help you achieve your retirement goals.
- Insurance Planning — Protect your assets and loved ones with our comprehensive insurance planning services, providing peace of mind in the face of life’s uncertainties.
- Income, Estate, and Gift Tax Minimization — Maximize your wealth by minimizing tax liabilities through our strategic income, estate, and gift tax planning services, ensuring more of your assets are preserved for your family’s future.
- Special Needs — Provide for the long-term financial security of family members with special needs, ensuring they receive the care and support they require.
- Investments — Grow your wealth and achieve your financial goals with our personalized investment services, tailored to your risk tolerance and investment objectives.
- Liabilities — Manage and mitigate your liabilities effectively with our comprehensive liability management services, ensuring your financial risks are minimized.
- Legacy Planning — Preserve your legacy for future generations with our legacy planning services, ensuring your values and aspirations are passed down to your heirs meaningfully.
Business Wealth Management Solutions
At First Western Trust, we specialize in business wealth management solutions tailored to your unique needs. Our dedicated team is here to make managing your business affairs easy and efficient, allowing you to focus on what you do best — running your business.1
- Intra-Family Transfers — Secure the seamless transfer of business assets within your family with our intra-family transfer services, ensuring continuity and harmony within your business succession plan.
- Third-Party Sales — Maximize the value of your business through strategic third-party sales, leveraging our expertise to navigate the complexities of the sales process and achieve optimal outcomes.
- Entity Structure Consulting — Optimize your business structure for efficiency and growth with our entity structure consulting services, ensuring your business is structured to align with your long-term objectives.
- Liquidity/Stock Redemption — Ensure liquidity for shareholders and manage stock redemption effectively with our liquidity and stock redemption services, providing liquidity solutions tailored to your business needs.
- Stock-Option Planning — Maximize the benefits of stock options for your key employees with our stock-option planning services, helping you attract and retain top talent while aligning incentives with business objectives.
- 401(k) Retirement Plan — Provide a valuable benefit to your employees and enhance your retirement savings with our 401(k) retirement plan services, ensuring compliance and optimal plan design.
- Employer-Sponsored Plans — Enhance employee retention and satisfaction with our employer-sponsored plan services, offering tailored benefits packages to meet your workforce’s diverse needs.
- Executive-Suite Services — Support your executive team with our comprehensive suite of executive services, providing personalized solutions to address their unique financial needs and objectives.
- Treasury Management — Optimize your cash flow and streamline your financial operations with our treasury management services, ensuring efficient management of your company’s liquidity and financial resources.
- Succession Planning — Plan for the future of your business with our succession planning services, ensuring a smooth leadership and ownership transition.
Estate and Heir Equalization Strategies
Navigate the complexities of estate planning with our estate and heir equalization solutions, designed to ensure equitable asset distribution among your heirs. Our strategic approach addresses the unique challenges of passing on both liquid and illiquid assets, providing peace of mind and fairness for all parties involved.
- Balanced Asset Distribution — Craft strategies for equitable distribution, ensuring heirs receive fair shares of both unique and straightforward assets.
- Insurance Solutions for Equality — Apply life insurance strategies to provide balance, addressing any disparities in asset allocation among heirs.
- Strategic Gifting for Balance — Utilize thoughtful gifting to aid in equalization, using tax advantages to ensure fairness.
- Trust Structures for Equitable Outcomes — Set up trusts that specifically aim for heir equalization, reflecting each individual’s needs and circumstances.
- Tax Strategies for Fair Distribution — Implement tax-efficient transferring methods that support fair and balanced estate distribution, enhancing the value for all heirs.
Explore Related Solutions
Ready to learn more? Let’s have a conversation.
Discover how our sophisticated wealth structuring services can help you grow and preserve your wealth for generations.
Investment, Wealth Management, and Trust and Estate services are Not a deposit, Not guaranteed by the Bank, May Lose Value.