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Trust & Estate Services

Trust & Estate Services

Financial solutions for the big picture. 

Protecting your company’s assets for the future requires careful planning whether you want to maintain your wealth, significantly reduce and/or eliminate taxes, benefit a charity or simplify the tax reporting and accounting of your assets.

Mutual of Omaha Bank’s experienced wealth management team will work with you as well as with your legal and accounting teams to implement a plan to accomplish your vision.

Whatever your goal, your Wealth Management Representative will take the time to understand all of your company’s financial and wealth transfer needs to create a strategy that ensures that your family and preferred charities are provided for now and in the future.

Contact a Wealth Management Representative near you.

Not FDIC Insured | Not Bank Guaranteed | May Lose Value
Not Guaranteed by any Government Agency | Not a Bank Deposit

Talk to a Wealth Management Representative

Build wealth with customized solutions for your business.

Contact a Wealth Management Representative near you.

Save up to 20%

on select business purchases
with the Mutual of Omaha Bank
Business Mastercard®
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Earn Higher Rates on Idle Funds

Use CDs to put your extra cash to work at competitive rates.
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