Trust and Wealth Management

UMB has one of the most comprehensive professional wealth management centers in the United States. All of UMB’s trust and wealth management services are available to help protect the assets of your customers with high net worth. We work together to enhance the business and personal relationships that you have developed. We build upon them by earning your customers’ trust and protecting the nest egg they have created.

Services

  • Wealth planning - personal reviews, strategies and estate planning
  • Investment advisory - customized portfolios, brokerage*, retirement and custody services
  • Trust management - estate and probate administration, private foundation and charitable trust, real estate management, and fine art management
  • Private banking - mortgage services, customized credit solutions and insurance* services

Please contact UMB at 816.860.7000 or talk with your personal UMB Banking Services representative for more information about how UMB can help you and your customers.

*Investment products offered through UMB Financial Services, Inc. Member FINRA, SIPC and

Insurance products provided by UMB Insurance, Inc., a subsidiary of UMB Bank, n.a. but a separate company from the Bank, are:

· Not a Deposit   ·Not FDIC Insured
· Not Insured By Any Federal or State Government Agency
· Not Guaranteed By the Bank ·May Go Down In Value