Business Details
36 Years
experience
Your Partner for Financial Planning & Trust Services in Wichita
At Trust Co Of Kansas, we are dedicated to minimizing the burden of wealth management, allowing clients to focus on their priorities while we safeguard their financial futures. Since our founding in 1990, we have operated as fiduciaries, offering personalized strategies for estate planning, asset protection, and investment management. Our team of nine certified trust and fiduciary advisors, alongside experienced financial professionals, ensures clients receive expert guidance aligned with their long-term goals. We prioritize transparency, charging fees based on assets under management rather than commissions, fostering trust through alignment of interests. Our client-centric approach emphasizes long-term relationships, with advisors serving as partners who understand the nuances of wealth transfer, tax planning, and legacy building.Headquartered in Wichita, Kansas, we serve clients across multiple states, combining local expertise with a commitment to continuous education in evolving financial landscapes. Our proprietary methodologies focus on risk identification, portfolio optimization, and tailored solutions for unique assets, ensuring clients maintain their desired lifestyle while achieving measurable financial outcomes. With a proven track record spanning decades, we remain steadfast in our mission to help clients command their futures through informed decision-making and strategic foresight.
Services
Estate Planning
Retirement Planning
Investment Management
Trust Services
Business Succession Planning
Asset Protection
Tax Strategy Consulting
Legacy Building
Wealth Transfer
Financial Counseling
Details
- Year established: 1990
Highlights and features
- We operate as fiduciaries with no commission-based products.
- Our team includes nine certified trust and fiduciary advisors.
- Fees are transparently based on assets under management.
- We prioritize long-term client relationships over transactional interactions.
- Our proprietary risk management methodologies protect client assets.
Associations and certifications
- CTFA
Services
Estate Planning
Our estate planning service helps clients establish trusts, wills, and gifting strategies to ensure seamless wealth transfer. Certified advisors analyze individual circumstances to create customized plans addressing tax implications, executor designations, and asset distribution. We coordinate with legal professionals to implement documents that reflect clients' wishes while minimizing transfer costs.
Investment Management
Active investment management focuses on optimizing portfolio returns through diversified strategies. We conduct risk assessments, monitor market trends, and adjust holdings to align with financial goals. Our commission-free model ensures recommendations prioritize client interests, with transparent reporting on asset performance and strategic adjustments.
Trust Services
Trust services provide structured asset management solutions for individuals and businesses. We administer various trust types, including revocable and irrevocable trusts, ensuring compliance with legal requirements. Our team manages distributions, tax filings, and investment decisions according to grantor specifications, maintaining fiduciary accountability.
Business Succession Planning
We develop comprehensive succession plans for business owners, addressing leadership transitions and ownership transfers. Our advisors evaluate company structures, identify potential successors, and create liquidity strategies to ensure operational continuity. The process includes tax optimization and legal documentation coordination to preserve business value.
Retirement Planning
Retirement planning services focus on creating sustainable income streams for post-career life. We analyze current assets, project future needs, and implement withdrawal strategies that minimize tax liabilities. The service includes Social Security optimization, pension management, and portfolio adjustments to maintain purchasing power throughout retirement.
People
Christopher M. English
Chairman & Chief Executive Officer
With decades of trust industry experience, Christopher M. English leads strategic operations as CEO. He ensures adherence to fiduciary standards while maintaining client relationships built on transparency and expertise.
Martha L. Linsner
President & Chief Operating Officer
Martha L. Linsner oversees daily operations and client service delivery. Her leadership ensures efficient implementation of wealth management strategies across multiple office locations throughout Kansas and Oklahoma.
Stephen A. English
Founder
Stephen A. English established Kansas' first independent trust company in 1990. His vision for client-centered fiduciary services continues to shape the organization's culture and service philosophy today.
A. Kimberly Ufford
Founding Member
As founding member, A. Kimberly Ufford contributed to developing core trust management practices. Her expertise in financial regulations helped establish compliance frameworks that remain integral to company operations.
Mike Smith
Chief Administration Officer
Mike Smith manages administrative operations and legal compliance. His dual expertise in trust services and law ensures proper execution of complex financial instruments and regulatory adherence.
Questions
What distinguishes Trust Co Of Kansas Company of Kansas from other financial firms?
We operate exclusively as fiduciaries without commission-based products, focusing solely on clients' long-term financial interests through personalized trust and investment management services.
How do you determine appropriate investment strategies?
We conduct comprehensive risk assessments and financial goal analyses, then create diversified portfolios aligned with individual circumstances, adjusting as needed through ongoing monitoring.
Can you assist with out-of-state trust administration?
While headquartered in Wichita, we serve clients across Kansas and Oklahoma, with experience navigating multi-state trust regulations and tax implications.
What happens during the initial consultation?
The first meeting involves reviewing financial statements, discussing goals, assessing risk tolerance, and developing a customized plan with supporting documentation for client review.
How are fees structured for trust services?
Our fees are calculated as a percentage of assets under management, ensuring alignment with client interests rather than transactional incentives, with full transparency in pricing.
Do you provide educational resources for financial planning?
We offer ongoing client education about estate planning updates, tax law changes, and investment strategies through personalized consultations and periodic market analysis reports.
