Wealth Transfer

Wealth Transfer

Securely pass your wealth on to the next generation with the help of  local experts.

We embrace the uncommon

Your family's situation is unique. Our team of experienced professionals will keep your total financial plan in view to ensure that your dependents will receive the greatest possible return on your investment. Our wealth transfer and family governance services are not formulaic; rather, they are custom-made for you.

We are your local partners

Our team understands the financial landscape of Chicagoland better than anyone else. We live here, we raise our families here, and we create value here. Other banks and financial service providers send the administration and management of your wealth to an office out of state. At First Bank & Trust, decisions about your money happen right here in colloboration with you, your family and your other advisors.

Our services:

Full fiduciary services
  • Trustee services
  • Trust, partnership and life insurance vehicles
  • Planning and communication with donors and beneficiaries
  • Wealth protection
Estate planning
  • Tax-efficient wealth transfer
  • Multigenerational strategies
  • Insurance strategies
Philanthropic services
  • Philanthropic planning and administration
  • Charitable trusts
  • Private foundations
  • Asset-Specific Analysis & Planning

Family governance

  • Family wealth education and seminars
  • Family insights governance and trust structures

 

You can expect:

  • Long term partnership with experienced professionals who will listen to you
  • Access to professionals with a broad range of high quality investment resources
  • Customized investment strategies tailored to you and your family’s needs
  • Exceptional service far exceeding any costs
  • Online Access to your Trust and Investment Accounts

Let Us Contact You ›


Investment and Advisory products:
NOT FDIC INSURED • NOT BANK GUARANTEED • NOT A DEPOSIT • MAY LOSE VALUE.