Important Message
Important Message

Family Office Services content


Family Office Services

Create a plan to protect and grow your family office.

As a wealth creator, you may face difficult decisions about how to transfer this wealth to later generations.

Families often seek to minimize their tax and expense burdens by investing wealth through family trusts, special purpose investment entities and by diversifying investments. They may also seek investments unavailable to mass-market investors.

Our family office services provide a strategic partnership and coordinates our professional advisors, improves efficiencies and conserves your financial resources. We also provide streamlined yet comprehensive reporting and family meetings to assure your family members that their financial matters are being managed in accord with family goals.

We can help you simplify the management of complex holdings and preserve wealth and family values for future generations.

Learn more about our Family Office Services through our affiliate, Whitnell & Co.

Call 800-991-7706

Monday–Friday, 8 a.m.–6 p.m.,
Saturday, 8:30 a.m.–12:30 p.m.

Investments, Securities and Insurance Products:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT

Associated Bank is a marketing name Associated Banc-Corp (AB-C) uses for products and services offered by its affiliates. Securities and investment advisory services are offered by Associated Investment Services, Inc. (AIS), member FINRA/SIPC; insurance products are offered by licensed agents of Associated Financial Group, LLC (d/b/a Associated BRC Insurance Solutions in California, a.k.a. Associated Benefits and Risk Consulting) (ABRC); deposit and loan products and services are offered through Associated Bank, N.A. (ABNA); Investment management and trust services are offered through Associated Trust Company, N.A. (ATC); Kellogg Asset Management, LLC® (KAM) provides investment management services to AB-C affiliates; and family office services and investment advisory services are offered through Whitnell & Co. AIS, KAM, and Whitnell are investment advisers registered with the SEC.

AIS, ABRC, ABNA, ATC, KAM, and Whitnell are all affiliates and direct or indirect, wholly-owned subsidiaries of AB-C. AB-C and its affiliates do not provide legal advice. Please consult with your tax and legal advisors regarding your individual situation.

The financial consultants at Associated Financial Group are registered representatives with, and securities and advisory services are offered through, LPL Financial (LPL), a registered investment advisor and member FINRA/SIPC. LPL is not affiliated with AB-C or any of AB-C’s subsidiaries.

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Private Banking Concierge

Call 800-991-7706

Monday–Friday, 8 a.m.–6 p.m.,
Saturday, 8:30 a.m.–12:30 p.m.


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