Private Banking Flipping Book V4

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:

Grow, Manage, and Protect Your Wealth We are here to support your vision

Whether it’s succession planning and the unique issues for estate planning and retirement related to owning your own business, or the myriad life events you know you need to be ready for, we can leverage our expert team to help you develop a plan that will achieve your goals. At MidWest One , we combine sophisticated financial planning and disciplined management to create a custom solution for your specific needs. A good financial partner can make sure you have a plan for whatever may come. An even better financial partner has a team structure in place to give you access to expertise in many areas. We will tailor our services to your current life situation and perferred style of interaction. We understand how busy you are and we are committed to providing advice and a streamlined process in everything we do.

Private Banking • Lending solutions • Cash management • Concierge service

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

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

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

YOU

Financial Planning

Risk Management

Trust & Estate Planning

Investment Management

MidWest One .bank

MidWest One Private Banking

Equal Housing Lender