Trust and Lifestyle Management
You’ve spent a lifetime achieving your dreams and accumulating your nest egg. At UMB Private Wealth Management, we understand that your needs are as distinct as your fingerprint – so we take the time to understand your story and your unique objectives. UMB Private Wealth Management is a full-service investment advisory, trust and custodial organization that combines the strength, resources and expertise of a multi-billion dollar asset management firm with the personalized service of a private bank.
As a client, you have access to a full range of trust management and custody services including financial planning, family office services, investment management, individual retirement account administration and specialized asset management.
Trust Management and Estate Planning
- Trustee Services
- UMB InvestmentDirect®
Gifting Strategies and Probate Estates
- Retirement Planning
- Individual Retirement Trust
- Glossary of Terms
Estate & Probate Administration
- Executor and Personal Representative services
- Inventory, appraisal of assets and court accounting
- Bill payment
- Tax return preparation and filing
- Asset management
- Distribution of assets to beneficiaries
Charitable Trusts & Private Foundations
- Trustee services
- Compliance tax and regulatory management
- Customized reporting
- Board development and meeting coordination
- Grant management and administration
Real Estate & Unique Asset Management
- Farm & ranch holdings
- Closely held business interests
- Mineral Interests
- Collection management, consignment and sales
- Inventory and appraisal services
- Storage, conservation and restoration
- Artist legacy planning and management
For more information about our trust management services, contact us at 800.545.6101 or email us.
UMB Custody Services provides safekeeping and settlement of investments in a UMB custody account. UMB Custody Services is a division of UMB Bank, n.a.