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Preserving your wealth is of utmost importance — it’s the freedom that allows you to live life the way you want. That’s why it’s critical to your long-term financial prosperity to work with a team of experienced trust and estate administration professionals whose sole mission is to ensure the long-term vitality of your hard-earned wealth. We’ve been providing a broad range of trust and estate administration and investment services to high net worth individuals since 2001.

We work as a part of your team of advisers to help fully realize your estate, business succession, or legacy plans. Choosing a trustee is one of the most important decisions you can make when creating a trust. You benefit the most when your trustee has an earnest, dependable relationship with your family and can make investment decisions with your overall portfolio and long-term estate planning and financial objectives in mind.

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Trust 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.

Estate Settlement Services

Rely on First Business estate experts to handle asset consolidation, accounting, determination of cost basis of estate assets, fiduciary tax returns, estate tax returns, debt payment, inventory preparation, beneficiary distributions, and other estate-related duties.

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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