Business Details
31 Years
experience
Trusted Independent Trust Services in Lincoln, NE
Established in 1995, First Nebraska Trust is Nebraska's largest independent trust company, dedicated to providing personalized trust administration, estate planning, and investment management services. With offices in Lincoln and Omaha, our team of experienced professionals specializes in creating customized solutions for clients' financial needs. We prioritize local ownership, client relationships, and multi-generational trust management, overseeing over $1.3 billion in assets across 1,300 fiduciary accounts. Our approach combines corporate fiduciary expertise with personalized service, ensuring clients receive tailored strategies for wealth transfer and asset management.With decades of collective experience, our staff focuses on building long-term relationships through transparency, expertise, and commitment to client objectives. We work collaboratively with clients' legal and financial advisors to develop comprehensive estate plans and efficiently execute estate settlements. Our investment team manages diversified portfolios using individual securities and strategic fund selection, prioritizing long-term growth and income generation for clients.
Services
Trust Administration
Estate Planning
Investment Management
Retirement Accounts
Philanthropic Asset Management
Conservatorships
Charitable Trusts
Family Office Services
Details
- Year established: 1995
Highlights and features
- 25+ years of independent trust expertise in Nebraska
- Locally owned with $1.3B+ in managed assets
- Experienced team specializing in fiduciary services
- Customized solutions for unique client needs
- Collaborative approach with client advisors
Services
Trust Administration
We provide comprehensive trust administration services tailored to clients' unique needs. Our experienced team manages trust assets with personalized attention, ensuring compliance with legal requirements while maintaining flexibility in asset management. As Nebraska's largest independent trust company, we combine local expertise with corporate fiduciary standards to protect and grow client assets across generations.
Estate Planning
Our estate planning specialists collaborate with clients and their advisors to create customized wealth transfer strategies. We help develop comprehensive plans for asset distribution during life and after death, working closely with attorneys to implement legally sound solutions. Our services include will execution, power of attorney arrangements, and probate avoidance strategies to ensure clients' wishes are honored.
Investment Management
We offer personalized investment management services focused on long-term wealth growth and income generation. Our team constructs diversified portfolios using individual securities and strategic fund selection, avoiding proprietary products to maintain objective decision-making. With over $1.3 billion in managed assets, we provide tailored investment strategies aligned with clients' financial goals and risk tolerance levels.
Estate Settlement
Our estate settlement services guide clients through the complex probate process with professional expertise and compassionate support. We handle all aspects of estate administration including asset inventory, tax preparation, debt settlement, and final distributions. Our team serves as personal representative or collaborates with appointed executors to ensure efficient and accurate execution of estate plans during sensitive times.
Charitable Trusts
We specialize in establishing and managing charitable trusts and foundations that align with clients' philanthropic goals. Our services include endowment management, donor-advised fund administration, and charitable remainder trust creation. We help clients balance their charitable objectives with tax-efficient strategies while ensuring proper stewardship of philanthropic assets for long-term impact.
Questions
What services does First Nebraska Trust offer?
We specialize in trust administration, estate planning, investment management, charitable trusts, and estate settlement services tailored to individual client needs.
How long has the company been in business?
First Nebraska Trust has operated since December 1, 1995, with 25+ years of experience serving Nebraska clients.
What areas do you serve?
We primarily serve Lincoln and Omaha, Nebraska, with customized trust and investment solutions for clients statewide.
Do you offer customized investment solutions?
Yes, we create personalized investment portfolios using individual securities and strategic fund selection based on client-specific goals.
