Building wealth rewards you with many choices. But it also creates new challenges. You’re faced with decisions about trusts and estates. You have to define investment goals and policies that may last for generations to come. You want to consider the long-term needs and desires of your family.

As you take the next step in managing, growing and distributing your wealth, it is essential that you have a trusted partner. The First Independent Trust & Investment team has worked with individuals, families and businesses, providing expertise and resources to clients as they define and fulfill their financial management goals.

We are sophisticated in the ways of finance while staying committed to our roots in the community. We understand the value of dedication to each client as we work together to manage complex financial needs.

We’re ready when you are.

Types of Trusts

Trusts offer many options to families and individuals who wish to protect and preserve their assets over multiple generations. As integral parts of your comprehensive plan, trusts are a flexible financial management tool.

Revocable Trusts
These trusts are established during a client’s lifetime as a means to avoid probate, to maintain privacy and to protect the needs of an individual if they are incapacitated. Professional management is an option.

Testamentary Trusts
Established in a will, a testamentary trust defines benefits to heirs after your death. It also determines the heirs’ access to income and principle from the trust.

Charitable Trusts
When you want to support philanthropic endeavors, both during your lifetime and after your death, a charitable trust provides tax and estate planning solutions. These trusts often benefit an individual as well.

Special Needs Trusts
A great relief to families, the special needs trust will manage and protect assets to provide for a minor or a person who requires life-long care.

Guardianships
Creating a guardianship account allows First Independent to manage assets, with court supervision, for an incapacitated person.