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Private Banking Asset Management
Trust and Estate Planning Goal-Based Financial Planning

Comprehensive and Life Goal-Based Financial Planning

Goal-based planning is the cornerstone of financial decision making. Our clients take comfort in knowing our experienced team of professionals works tirelessly to help them reach their financial goals. We firmly believe a client's personal values should be reflected in their unique financial strategy.

  • Retirement Planning
  • Asset Protection
  • Philanthropic and Tax Planning
  • Insurance Solutions
  • Risk Management
  • Corporate Stock Options
  • Tax Planning
  • Distribution Strategies

Asset Management

We provide reliable, proven professional guidance and tailor an investment strategy to your individual situation to help you meet your long-term goals. Each client works with a dedicated portfolio manager. The team integrates the comprehensive skills of our portfolio managers and analysts to provide a disciplined method for managing your portfolio.

  • Portfolio Review and Construction
  • Enhanced Asset Allocation Strategies
  • Tax Efficient Strategies
  • Distribution Planning
  • Private Equity
  • Real Estate
  • Equities
  • Fixed Income
  • Quantitative Management
  • Hedge Funds
  • Tangible Assets

Trust and Estate Planning

As responsible and knowledgeable fiduciaries, we operate under the highest ethical standards. We understand the intricacies involved with administering your wishes, and we use that knowledge to help craft and manage a plan to achieve your desired goals. Serving individuals, families and institutions, we are here to protect you and the legacy you leave behind.

  • Family Foundations
  • Multi-Generational Gifting Strategies
  • Philanthropic Advisory Services
  • Executor & Trustee Services
  • Agent for Trustee Services
  • Retirement and Succession Planning

Private Banking

Concierge Banking: Premium Benefits

Our Private Banking team will assist you in managing your deposits and credit needs to help you efficiently organize your finances under one umbrella and maximize the funding and financing available to you.

Whether you are looking for capital to expand your business, financing a significant purchase or investment, want streamlined account balance access or would simply like a line of credit available, we will assist with all your financing and deposit needs to ensure seamless, efficient management of your wealth.

LIFE PLANNING SOLUTIONS

  • Investment strategy and portfolio management
  • Estate, philanthropic and tax planning
  • Trust, custody and fiduciary management services
  • Retirement and succession planning
  • Private banking
Trevett Capital Partners, A Busey Business, provides products and services through Busey Bank and its various affiliates and subsidiaries.
Investment Products and Services: Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value
Busey Bank, Member FDIC