MidWestOne Trust Services

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:

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

Risk Management • Life Insurance • 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

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

• Institutional investments • Foundation investments

Investment Management • Individualized portfolios • Concentrated stock strategies • Multi-Manager accounts

Trust & Estate Planning • Estate plan development • Wealth protection/transfer • Fiduciary mgt. • Real estate property mgt.

Private Banking • Credit

• Cash mgt. • Mortgages

Client

Risk Management • Life insurance • Long-term care • Annuities

Financial Planning • Asset allocation • Cash flow analysis • Education planning