MidWestOne Private Banking

A Team Approach with Specialized Services Together with other professionals, such as your CPA and personal attorney, we coordinate our specialized expertise and resources to customize solutions for your current situation and life goals:

Risk Management • Insurance needs review • Long-term care • Income stream planning

Private Banking • Lending solutions • Cash management • Concierge service

Investment Management • Individualized portfolios • Concentrated stock holding strategies • Multi-manager accounts • Due-diligence selection and review

Trust, Wealth and Estate Planning • Wealth and legacy protection • Charitable giving • Trusteed IRAs • Trust services • Estate planning and administration • Trust tax services • Real estate protection • Bill payment • Financial Power of Attorney

• Institutional investments • Foundation investments

Financial Planning • Asset allocation guidance • Cash flow analysis • Retirement planning • Education planning • Stock option analysis

Private Banking

Risk Management

Financial Planning

Investment Management

Trust & Estate Planning

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency

MidWest One .bank

Equal Housing Lender