Utilize Wealth in Life

Whether you’re looking to transfer your wealth to family, causes you believe in, or institutions you support, creating a legacy takes planning. Our Wealth Advisors work with you to honor your wishes and find the best ways to implement them.

Find a Wealth Advisor

Trust & Estate Planning

Proper estate planning is a multifaceted endeavor. Our Wealth Advisors will work with you to create a comprehensive, customized approach to accomplish your goals and fulfill your wishes.

We offer a full range of services designed to help you transition your wealth in the ways you see fit. Our Trust Specialists carefully consider your situation and provide customized solutions. We will also connect you with professionals, such as attorneys and tax advisors, who can guide the process of completing a will, crafting a trust, and identifying beneficiaries.

As local, trusted advisors, we work hard to give you the peace of mind that comes with knowing your wealth legacy will continue in accordance with your wishes.

You’ve worked hard to provide a secure financial future for your family. Let us help you ensure the wealth you’ve spent a lifetime building is preserved for your family the way you intended.

Our Capabilities:

  • Corporate Trustee
  • Family Trust Administration
  • Asset Management
  • Financial Planning
  • Wealth Strategies

Our Teams

  • Locally managed and tied to the community
  • Professional designations in CTFA and CFP
  • Educated in changing laws as it relates to trusteeship
  • Years of experience and depth of knowledge

We offer comprehensive, personalized trust services to enable safe and convenient handling of your financial and property assets including:

  • Trust Administration
  • Property Management
  • Will and Trust Reviews
  • Custody Accounts
  • Estate Settlement Services

Many people make gifts or bequests to charitable organizations for a number of reasons. Some donors prefer to make outright gifts of cash or other valuable assets to their favorite charities or they will decide to wait until after their passing to transfer assets to a charity through a will or trust. Whatever the solution, charitable giving can play an important role in many estates plans.

There are several ways to implement a gift vehicle during your lifetime, such as:

  • Charitable Lead Trusts (CLT)
  • Gift Annuity
  • Donor Managed Investment Account

Upon evaluating your gifting objectives, your Wealth Advisor will suggest the plan that works best for your situation.

Endowments & Foundations

Interested in establishing an endowment or foundation? First Interstate Wealth Management can assist you, serving as a corporate trustee or assisting with administration.

Our team of Wealth Management professionals offers comprehensive investment consulting services for Foundations and Family Offices, providing objective guidance on asset allocation and investment manager search and selection across the full spectrum of domestic, international and alternative investment strategies.

We work with clients on an individual basis to develop customized solutions including sophisticated asset allocation modeling, expert evaluation of investment opportunities, and detailed ongoing monitoring of investments and performance results.

Ready to Get Started? We realize wealth management decisions don’t come naturally to everyone. That’s why we have a team of skilled Wealth Advisors prepared to assist you.