• Trust Services For Business Owners

Trust Services for Business Owners

First Business Trust & Investments offers comprehensive trust services for business owners. As a division of First Business Bank we are uniquely positioned to act as trustee when family businesses are placed in trust to allow family ownership to continue. We can be a critical factor in the effective estate and succession plan of a business owner seeking to maximize the value of their business, minimize taxes, and preserve family harmony.

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Please consider asking your attorney how a trust could be helpful to your family’s business succession planning and contact us for ways in which we may be able to help in complex or unusual situations:

  • Madison: (608) 218-8000
  • Milwaukee: (262) 792-7150
  • Appleton: (920) 734-1800 
  • Oshkosh: (920) 231-2400
  • Green Bay: (920) 435-5442

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