Family Office Services

We help clients create and preserve wealth for generations.

Idaho Trust Bank offers a comprehensive suite of Family Office Services fully customized to you and your family’s specific needs. We are here to assist you in managing the personal and financial complexities of multi-generational family wealth with a customized and centralized solution.

The Idaho Trust Family Office centers on five core services:

These services are all customized to your needs — bringing our investment management, fiduciary, banking, and advisory services together under one roof. You have the ability to select which services best fit your unique situation. Whatever you choose will be further tailored to your needs.  

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Personalized Service You Can Trust 

The Idaho Trust Family Office is a multifamily office (“MFO”). As an Idaho Trust Family Office client you join a select group of families that require a solutions-driven approach and capacity to apply shared resources in meeting your particular needs and circumstances. 

Our planning advice is built on important family values and financial objectives. Families develop a solid foundation of trust and collaboration with their Idaho Trust Family Office team. Our work with you provides control, security and quality. The Idaho Trust Family Office is committed to building lifetime relationships with the families we serve.  

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Your Team of Experts 

As an Idaho Trust Family Office client you will have a Family Office Relationship Team (“FORT”). Your FORT is augmented by Idaho Trust experts and support staff on an as-needed basis. This team of professionals are dedicated to meeting your needs and delivering on our services. 

Banking 

We work with you to provide individual and business lines of credit, home equity financing, equipment financing, business acquisition loans, development loans and commercial real estate loans.  

Idaho Trust Family Office clients are provided access to an array of personal and business deposit accounts. These include Private Banking Checking, Platinum Money Market and Business Select Checking. All Idaho Trust Family Office clients receive complimentary Bank Anywhere and other deposit services. 

Idaho Trust Family Office clients receive preferred loan and deposit pricing.  

Wealth Management 4

The Idaho Trust Bank investment approach applies proven strategies to deliver enhanced risk-adjusted returns. Our LifeNeeds™ approach to investing applies strategic asset allocation TacticLogic™ and SmartSelect™ investment selection to help accomplish your goals. 

  • Investment Portfolio
  • Reporting of Non-Managed Family Assets
  • Performance Reporting and Analysis

FIDUCIARY SERVICES 

Our experience with trust structures and services means you can rely on our dedicated trust professionals for trust planning, consultation, implementation, and administration. 

WEALTH AND ESTATE PLANNING ADVISORY SERVICES 

Our team has been serving clients like you for decades. We’ve seen many wealth challenges — and helped families solve them. We can help you fully realize your specific goals and vision by coordinating the right strategy, resources, and support, and proactive counsel.  

Equally important, we share our technical knowledge and experience with your other advisors, thoughtfully and collaboratively applying our resources to further your goals and ensure a comprehensive wealth management plan. Some specific areas that we will provide assistance in are: 

  • Complimentary review of estate planning documents
  • Asset titling
  • Corporate formalities
  • Charitable giving consulting
  • Development of philanthropic mission statement
  • Confidential interface with donees
  • Business succession consulting
  • Coordination of estate and business plans
  • Work with professional advisors
  • Education on wealth, investment, and fiduciary issues
  • Family meetings

INFORMATION MANAGEMENT 

We manage communication with family members, beneficiaries, and advisors, remaining impartial as we continually serve your objectives. This also includes: 

  • Inventory of assets
  • Copies of business entity organization documents
  • Copies of financial plans
  • Copies of estate plans

 

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1Banking and credit services are subject to application and credit approval. 

2Separate fees are charged for Investment Management and Fiduciary Services.

3Certain products may be provided by a Financial Consultant of Idaho Trust Financial. Securities and insurance products are offered through LPL Financial and its affiliates, Member FINRA/SIPC. Idaho Trust Bank is not a registered broker/dealer and has a brokerage affiliate arrangement with LPL Financial. Idaho Trust Bank is a separate company from LPL Financial.

4NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT GUARANTEED BY THE BANK | MAY GO DOWN IN VALUE

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