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Our team of more than 100 trust professionals focuses on families and generational trust administration.
We serve as trustees, working alongside your advisors to consult and contribute effectively.
Our dedicated trust tax team focuses on generation-skipping transfer taxation.
Oversight, testing and compliance are managed by an established fiduciary risk management team.
Monday through Friday (excluding holidays) 7:30 a.m. to 5:00 p.m. Central Time
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Under $2 million in investible assets
For those above $2 million to $100 million or more in investible assets
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