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Your specialists in estate planning.

FNN Trust Company takes a proactive approach to building, preserving, protecting and transferring wealth for our clients. Located in South Dakota, we operate under advantageous trust laws and are able to extend the benefits of these laws to our clients and their advisors in any state. Benefits include:

  • Unlimited trust duration/no rule against perpetuity
  • No State income tax on income, capital gains, dividends, interest, intangibles or any other income
  • Lowest Insurance Premium Tax
  • Third party discretionary trust laws for asset protection
  • Best privacy statutes for trusts in the US
  • Modern trust laws that allow for directed and delegated trusts
  • Flexibility and control over or input on investment, distribution decisions
  • Efficient and cost-effective processes for trust modification, reformation, decanting and virtual representation

Offering a holistic suite of services.

In addition to Estate planning, we offer comprehensive Wealth Management solutions built on a foundation of advice, service and performance, including:

  • Fiduciary Services
  • Investment Management
  • Comprehensive Financial Planning
  • Agriculture Real Estate Management

Why a corporate trustee?

As your corporate trustee, we assume responsibility for managing your trust assets according to your specific instructions. This alleviates the time-consuming and burdensome task from your friends, family and loved ones. Plus, it ensures you have:

  • Professionals with expertise to manage the tax and administrative complexities of trusts
  • Active investment management of the trust assets
  • Investment strategies tailored to the unique needs of your trust beneficiaries
  • Objectivity that family and friends do not always have in dealing with beneficiaries and controversial family issues
  • Assurances of well-tested policies and procedures under regulatory scrutiny, unlike individual trustees
  • A continuous trustee ensuring your trust objectives are met

Learn how our advisors can help you navigate your estate plan.

Meet Our Professionals

Trust and related services are provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of First National Bank of Omaha (FNBO). FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.

Certain investment advisory services are provided by First National Advisers, LLC (FNA), doing business as Private Wealth Reserve, an SEC-registered investment adviser and wholly-owned subsidiary of FNBO and affiliate of FNN Trust Company. Neither FNBO nor FNN Trust Company are registered investment advisers.

Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender. Only deposit products are FDIC insured.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE

FNBO, FNN Trust Company, their affiliates and subsidiaries do not provide legal or tax advice.

“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services. 

Trust and related services are provided by FNBO, a national bank with trust powers.  

Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured. 

“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.  

Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through Private Wealth Reserve, a trade name used by First National Advisers, LLC (FNA), an SEC registered investment adviser and wholly-owned subsidiary of FNBO. 

Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.

Only deposit products are FDIC insured.


INVESTMENT AND INSURANCE PRODUCTS ARE:

NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE


FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.