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Choosing a trustee is one of the most important decisions you can make to protect your family and manage your wealth. We take the obligation of managing your assets and administering your trust very seriously. First Business provides a broad range of trust services for individuals. We can act as corporate fiduciary for your individual revocable and irrevocable trusts, estates, guardianships, charitable trusts, and Individual Retirement Accounts (IRAs).

We work as an integral part of your professional team of advisors to help you fully realize your personal financial goals. As your trustee, we professionally and expertly deal with the investment, accounting, distribution, and tax reporting complexities of your trust. Our accessibility, stability, and expertise make us a trustee you can rely on with exceeding capabilities in Personal Trust Services, Charitable Trust Services, and Estate Settlement Services.

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Personal Relationship

Our local presence means that you develop a personal relationship with your Trust Administration and Investment team. No matter the size of your relationship with us, you can expect a responsive, caring, and proactive team who knows you and your family, and offers the highest level of personalized service.

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Professional Administration

We administer your trust with expertise — handling accounting, recordkeeping, bill payment, fiduciary tax preparation, and making mandatory and discretionary distributions in accordance with the terms of your trust.

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Comprehensive Portfolio Management

First Business manages your trust alongside your other assets so investment decisions can be made with your overall portfolio and personal priorities in mind.

Personal Trust Services

The list of trustee responsibilities is long and intricate. Assuring financial security for your family requires a trustee who will capably and prudently deal with the investment and administrative complexities of your trust.

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Charitable Trust Services

If you are currently making regular gifts to favorite charities, you may wish to continue to further the work of these organizations by including a charitable trust in your estate plan.

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Trust Services for Business Owners

Comprehensive trust services for business owners ensure that your succession plans are realized.

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Estate Settlement Services

Whether your estate passes to your heirs by will under probate, or passes to your designated beneficiaries by means of a revocable trust, certain administrative tasks are unavoidable. Please see the attached for additional information about our estate settlement services.

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Enlighten 2020 Winter

ENLIGHTEN™ – Winter 2020

Enlighten is a semi-annual magazine from First Business Trust & Investments, the private wealth management team of First Business Bank. In this issue, we bring together our experts to discuss investing and financial wellness.

Get your digital copy of the magazine today.

GET THE MAGAZINE

NOTICE

We apologize for the inconvenience, but the courier portal is currently down.  If you would like to schedule a courier service, please call:

  1. (608) 232-5938 (Madison)
  2. (262) 792-1400 (Milwaukee)

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