Skip to Content

Wealth Management

Navigating financial complexities can be challenging. At The 1911 Trust Company, we simplify wealth management by crafting strategies tailored to your unique goals. Our collaborative approach ensures that we not only manage your wealth but also build a strong, personal relationship with your family to align our strategies with your lifestyle.

Our Process

We integrate investment, estate, retirement, tax, and family legacy planning into a comprehensive wealth management plan. Our process includes:

  • Understanding your needs through in-depth conversations
  • Reviewing your financial situation and personal goals
  • Setting priorities to create a plan that fits your lifestyle
  • Coordinating with trusted professionals for a holistic approach
  • Regularly updating your plan to stay aligned with your goals

As your needs evolve, we provide insights on new opportunities and alternatives based on the current market environment.

Investment Management

Your investment strategy is personalized to preserve and grow your wealth. We start by setting an asset allocation tailored to your objectives, leveraging our in-house team to select the best investment managers and vehicles for you.

Disciplined Oversight

The 1911 Trust Company investment committee ensures every decision aligns with your best interests, applying strict discipline and ethical standards. We continuously monitor and adjust your portfolio to maximize growth and tax efficiency, providing transparency through independent reporting.

Family Office Services

We offer exclusive, personalized services that streamline your financial management. From coordinating daily finances to handling tax matters, we simplify your financial life.

Guiding Life Events

We support you through major life events like selling a business or planning wealth transfer. Our confidential guidance ensures your family's financial well-being and the preservation of your values across generations.

  • Aligning goals for multi-generational families
  • Educating family members on wealth responsibilities
  • Integrating with other professionals for a balanced plan