Wealth Management

Enjoy the benefits that come with a century of trust

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:

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.