Managing Your Legacy

You've spent a lifetime building your wealth. To help ensure your assets are distributed according to your wishes, and in a manner that best protects your loved ones at the least possible cost, you may want to consider establishing a trust. Trusts may be a prudent strategy for helping preserve, secure, and transfer your wealth and estate. Bank of the West Wealth Management will work with you and your CPA and legal team to discuss how trusts may align with your personal goals and overall wealth plan.

Together, we can help develop strategies designed to help:

  • Structure your money and assets so they are transferred as you see fit;
  • Reduce estate taxes and avoid the costs and delays of probate;
  • Minimize risk and provide for your loved ones with insurance solutions; and
  • Establish a philanthropic giving plan as part of your legacy.

We're also committed to our own charitable giving plan. Giving back to the community on a regular basis is a vital part of our business. Learn more about how Bank of the West works alongside you as a philanthropic organization. Visit our community

Customized Trust Administration Solutions

As a Bank of the West Wealth Management client, you'll have access to an extensive range of Trust and Estate Administration services, as well as professional Investment Management services.

Bank of the West takes a priorities-based approach to Wealth Management. Trust and estate administration services are just one of the ways we can help shape your legacy and transfer your wealth. Talk to your Private Client Advisor today and discover how we can help you address your financial priorities.

Bank of the West Wealth Management offers products and services through Bank of the West and its various affiliates and subsidiaries.

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