Wealth Management Trust Services

Trust us with the ones you care about most.

You’ve worked hard to build the future you’ve always wanted. We’ll work hard to ensure it stays that way.

Trusts and estate planning play an important role in ensuring your family’s legacy. First National Bank Wealth Management has the expertise and resources to serve your family for generations. We will:

• Serve as a fiduciary, putting your interests first.
• Work collaboratively with your other professional advisors—accountants, attorneys and others—to create an integrated team.
• Provide a dedicated local advisor with decision-making authority. You will never be directed to a call center.
• Deliver expertise in real estate, closely held companies and other unique asset management.
• Offer flexibility to serve a full range of clients and their unique complexities.

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.