Trust & Estate Services
Financial solutions for the big picture.
Protecting your company’s assets for the future requires careful planning whether you want to maintain your wealth, significantly reduce and/or eliminate taxes, benefit a charity or simplify the tax reporting and accounting of your assets.
Mutual of Omaha Bank’s experienced wealth management team will work with you as well as with your legal and accounting teams to implement a plan to accomplish your vision.
Whatever your goal, your Wealth Management Representative will take the time to understand all of your company’s financial and wealth transfer needs to create a strategy that ensures that your family and preferred charities are provided for now and in the future.
Contact a Wealth Management Representative near you.