Business Owner Wealth Management
At First Midwest, we understand what it takes to run a successful company. We also know that with success comes other opportunities. Our wealth management team can help business owners further realize their dreams and fulfill their legacy.
Some of our services include:
- Company retirement plans – We'll help you properly structure your plan to attract and retain employees and potentially lower the business owners effective tax rate.*
- Business and individual succession planning or individual succession events (partner buy-outs, etc.) – First Midwest can act as your corporate fiduciary.
- Consistent, talented and accessible Investment Management team – As a fiduciary first, we always operate with your goals and needs in mind.
Contact a Relationship Manager or visit Wealth Management to learn more.