You want the best for yourself and your loved ones — now and in the future. But making the right choices to conserve and enhance your resources and provide for your family can be difficult. You have so much to consider: the ever-changing tax laws, the ups and downs of the financial markets, and changes in your personal circumstances.

We can help. We are experienced in dealing with all the complexities that are involved in financial planning. And we offer a variety of investment, trust, and estate planning services that will satisfy your requirements.

We work with you and your attorney to develop a plan designed to meet your personal needs and objectives.

We can serve as:

  • Trustee of your Revocable Living Trust or a Testamentary Trust
  • Guardian of the Estate of a Disabled Person
  • Executor of your Estate

When you choose our personal trust services, you can depend on our qualified investment and administrative professionals to be capable, competent and caring. As a well-established trust services provider, we offer you:

  • Experience — For many years, we have been helping individuals and their families meet almost every personal and financial objective imaginable.


  • Investment Expertise — We have access to extensive and up-to-date investment research. And we have investment specialists who know how to put this information to work for you.


  • Knowledge — Our trust personnel include experts in the areas of taxation, trust law, trust administration, and accounting.


  • Permanence — We are available to assist you and your beneficiaries in any way, at any time. We won't die, move away, or become distracted by competing personal or business concerns.

We strive to provide our customers with the finest and most comprehensive personal trust services available. For over 85 years, we have been helping individuals and families in the Fox River Valley achieve their goals. We can help you, too — just contact us at 630-906-2000 to see how we can help you.