Family Office

Want more information on Trust Point’s Family Office?

The Trust Point Family Office is a specialized division serving the unique needs of select individuals and families.

We’ll help you to map out your success.

We’re conscious of the fact that your family is like no other. Our team of experienced, knowledgeable professionals is dedicated to understanding your specific needs and values, and executing a plan that meets your goals. Click here for more info

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401(k) Plans

As a business owner, not only are you worried about your own retirement planning, but the planning of others. Trust Point’s all-inclusive, in-house team can take care of those needs at the highest level of accountability. From designing a 401(k) or profit sharing plan, to…

Asset Allocation

Trust Point’s asset allocation services will help you build a diversified portfolio of different asset classes, like stocks, bonds and money markets, to preserve and grow more wealth over the long term. We’ll help you offset losses and optimize your investment portfolio so you can…

Fiduciary Responsibility

At Trust Point we believe in spending the time to truly know our clients so that we can help them establish realistic plans to achieve their personal goals.

Other Types of Plans

In addition to employee/employer retirement plans, Trust Point offers retirement services beyond a basic 401(k).

Welcome to the Trust Point family.

We’re conscious of the fact that every individual and family with a high-net-worth is in a unique financial situation - meaning the posed challenges are unique.

No matter how complex your portfolio is, we’ll provide our experience and expertise to propose sophisticated, personalized wealth management services.

Family Office Services

Trust Point’s Family Office will meet with your family to learn about your needs, goals, challenges, opportunities, and concerns.

Collaboration is key. We know it often takes a team of people to meet your financial goals. Think of us as your quarterback, guiding your family and your financial partners to the ultimate win–long-term wealth security and growth. We allow you to focus on what you enjoy most in life.

What We Do

Trust Point has been providing our clients with premier wealth management services for more than 100 years. Trust Point was founded with strong Midwestern work ethic and independent ideals, placed at the forefront of everything we do. Since our modest start in 1913, we’ve grown to incorporate many financial services under our name, from wealth management to asset allocation to retirement planning and more. While we’ve grown to serve clients across the country, we’ve never forgotten those humble beginnings and the values that help us thrive today.

Family Office

We’re dedicated to developing long-term relationships with our clients to not only meet your financial goals, but your life goals, as well. We provide customized solutions with the highest level of service to give your family absolute financial confidence.

For more than a century, Trust Point has provided a full range of financial and advisory services to individuals, families, businesses, and charitable organizations.

We are uniquely positioned to offer the highest level of sophistication and professional expertise with genuine personal service.

We are guided by the fiduciary standard in which we put client’s best interests first and follow one simple philosophy, in doing what is best for our clients, we will be doing what is best for Trust Point.