Trusted Expertise in Managing Your Legacy
First Citizens Wealth Management is a full-service trust department regulated by the Iowa Division of Banking and Federal Reserve. Our Trust Officers offer fiduciary services, including serving as a Trustee, Executor or Conservator to protect our clients’ legacies across generations.
Our Fiduciary Services
Irrevocable Trusts
A type of trust that cannot be modified, amended, or terminated without permission consistent with law or Court order.
Farm Management
With our roots in Iowa and Minnesota, we understand the value of farmland.
Learn more about our farm management services.
A Team You Can TRUST.
What is a Fiduciary?
A fiduciary is someone who is trusted to act in another person’s best interest. This means they have a legal and ethical responsibility to put the other person’s needs ahead of their own.
Key Essential Qualities We Offer
Protection
You need to have complete confidence in your fiduciaries’ commitment to putting your interests, and those of your beneficiaries, ahead of their own. As a Corporate fiduciary, we have internal and external oversight ensuring our actions are consistent with trust terms, the law and regulations.
Continuity
By naming First Citizens Wealth Management as a Corporate Trustee, you have peace of mind knowing that this is our business. We have been offering trust services for decades and our operations continue on even when individuals retire or move on.
Competence and Experience
We understand our fiduciary duties and responsibilities and are committed to taking those duties seriously. We understand finance, taxes, accounting and laws related to trust and estate administration. We have administered hundreds of trusts and estates over the years allowing us to tap into our collective experience. Our team undergoes ongoing training and education.
Delegation
Look for someone who possesses the most important skill of every successful manager: an ability to identify and surround themselves with the right advisors (attorneys, CPAs, financial experts) to handle what needs to be done. We work closely with many attorney, CPAs and outside experts allowing us to ensure professional management in all areas of administration.
Professionalism
We avoid conflicts and strive to remove emotions from sometimes difficult situations. We believe in strong communication and transparency.
