Recently our assets under administration (AUA) surpassed $1 billion. Reaching this significant benchmark is a sign that we have a talented and expert staff of trust and wealth management professionals and that the trust and estate specialists in our community have confidence in what we do.  

 

We are a uniquely positioned corporate trustee. With specialists in estate settlement, real estate management, fiduciary tax, trust law, special needs trusts, retirement plan administration, investment management and private banking, we have expertise that does not exist at any other community bank in Wisconsin. In addition, our local staff and focus and expertise on Wisconsin law make us much more flexible and willing to take on challenging and unique trust opportunities than our larger and national corporate trustee competitors. As a division of a well-capitalized community bank, we have capital and surplus of almost $150 million.

 

Our goal is to organically grow new assets by $100 million or more. Just looking at our new accounts this year, you see accounts that demonstrate our expertise and flexibility. We have funded the following accounts:  

Thank you for your trust and confidence in recommending our services and helping us to grow. If you know of someone who would like to learn more about our services, please contact our Director of Fiduciary Sales, Terry Doyle, at (262) 953-2435 or tdoyle@waukeshabank.com.