Trustee/Estate Services

One of the best gifts to your family and yourself is to have your financial life in order with provisions for the professional care and administration of your trust and/or estate. The ultimate benefit is peace of mind for you and your loved ones.

Business ownership complicates the attainment of that goal, because it first requires specialized planning that incorporates detailed business continuation and business succession plans. There is also the important matter of trust and estate administration which, again, must consider the special complexities and demands of business ownership.

In general, trust administration is complicated and requires a thorough working knowledge of fiduciary law, estate planning, investment management, and taxation issues. It also demands extraordinary people skills, absolute commitment to impartiality in dealing with beneficiaries, and the ability and willingness to always be available.

Business ownership demands much more. Your trustee must have a strong working knowledge of general business practices and corporate governance. Your trustee must also possess a willingness to closely work with other members of your professional advisory team.

Our Trust Officers possess all of these attributes. We maintain these qualities through extensive continuing education programs, cutting-edge resources, flexibility, and unrelenting focus on serving your loved ones with integrity and dedication.

With more than 120 years of combined experience in dealing with families and their businesses involving all types of trust arrangements, we stand ready to serve you.

EMAIL or call (608) 826-3570 for further information on how our Wealth Management Division can help you meet your financial goals.

MEET OUR WEALTH MANAGEMENT TEAM  that is located at our Madison Office, 455 S. Junction Rd., Ste. 100. Madison, WI 53719.


Investment Products:

Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value