Tailored Services
Custom-built solutions, suited to your desires
Often wealth management is thought of as ‘investment management’ or ‘trust’ services for the wealthy. In reality, wealth management is aligning the wants, needs, and dreams of any person or family with a plan. Legal and tax complexities, mixed with an overwhelming amount of information available, the implementation of such a strategy can become daunting. Where to begin? Are we making the best choice? Are we asking the right questions? Are we doing enough?
Our process involves taking a step back and starting from the beginning with a straightforward question - what is most important to you? Based on your wants needs and dreams, we assemble a team of experts with in-depth knowledge in specific areas of wealth management. These experts analyze your unique circumstances and create a customized plan to get you to where you want to be.
Not Insured By FDIC or Any Federal Agency | May Lose Value | No Bank Guarantee
Personal Trust & Estate Planning
Take control of your assets today
It’s your money, so you should decide what happens with it. Protect your assets and your interests through working with a trust expert who can set up a plan to accumulate, preserve and transfer your assets.
Not Insured By FDIC or Any Federal Agency | May Lose Value | No Bank Guarantee
Asset Management Services
Grow your personal wealth
Our experienced Wealth Management experts have the expertise to assist you in managing your investments. With a goal of helping you grow your portfolio. We’ll provide statistical analysis and market trends to help you achieve your goals. We provide the following asset management Services.
- Oil & Gas Management
- Investment Management
- Farm Management
Not Insured By FDIC or Any Federal Agency | May Lose Value | No Bank Guarantee
Special Needs Trust
Set a course for the care of another
Family members often carry the responsibility of managing the personal and daily living needs of their loved ones. We provide financial expertise for asset management, as well as the responsibility of handling the day-to-day transactions, freeing you from financial decisions that can become a source of family stress and conflict. Along the way, we provide regular statements of transactions.
As a corporate trustee, First International has developed a strong team of specialists in the administration of special needs trusts. They bring years of experience in economic analysis, asset allocation, modern portfolio theory, and financial planning to our trust beneficiaries and to our administrative team. Rely on our team for any of the following special needs trust responsibilities:
- Coordinating appropriate benefits – filing applications and preparing supporting documentation
- Filing annual financial reports as required by the courts and benefit providers
- Preparing annual budget for approval
- Paying bills for approved Services and expenses
- Evaluating insurance – maintaining or accessing appropriate coverage
- Facilitating professional Services – legal, tax preparation
- Working closely with the guardian and caregivers, balancing physical needs with financial needs
- Establishing care for the physical and personal needs of an individual and/or the family under various circumstances
- Estate planning to set aside assets to care for families members with special needs, including personal injury or accident, malpractice or liability
Not Insured By FDIC or Any Federal Agency | May Lose Value | No Bank Guarantee
Our Team
Find a Wealth Management Advisor Near You
Find a Wealth Management Advisor Near You