Financial Guidance Through Every Stage of Life

The most important part of having a local partner's help in administering your investments and trusts is having someone there who really knows you, to talk through choices as your life and the investment environment evolves. Our Kansas City team of trust professionals makes decisions based on what's best for our clients and our community. As the largest trust organization based solely in the Kansas City region, we strive to do the right thing, the right way, the first time. We serve as corporate trustee, personal representative and executor, and handle a number of institutional accounts including corporate retirement plans, foundations, and endowments.