Wealth Management

By integrating investment management, trust services, and tax and estate planning, we are able to provide comprehensive wealth management to meet your needs.

For many wealthy families, financial matters are often complex and at times complicate decision-making. At The 1911 Trust Company, we develop your wealth management strategy with comprehensive planning combined with a coordinated investment approach so that you can take advantage of opportunities, avoid obstacles and manage all aspects of your wealth. We believe our collaborative process helps build strong personal relationships between your family and the 1911 Trust team so that a customized wealth management plan can be put in place to manage all aspects of your wealth.

Our Wealth Planning Process

Our approach integrates investment, estate, retirement, tax, family legacy planning and wealth transfer issues. We work through a collaborative process to translate your goals for the future into an actionable plan. Our process includes:

• Getting to know you and your family through a series of in-depth conversations
• Thoroughly reviewing your financial situation and personal circumstances
• Defining your short-term and long-term priorities and goals so we can create a plan based on your lifestyle considerations
• Coordinating with other trusted professionals to integrate investments, estate, retirement, tax, family legacy planning and wealth transfer
• Meeting with you and having regular conversations to keep your plan up to date.

As your needs change, or as opportunities arise, we can provide you with experienced insights on alternative options available in light of the current market environment.