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Trust and Lifestyle Management

You’ve spent a lifetime achieving your dreams and accumulating your nest egg. At UMB Private Wealth Management, we understand that your needs are as distinct as your fingerprint – so we take the time to understand your story and your unique objectives. UMB Private Wealth Management is a full-service investment advisory, trust and custodial organization that combines the strength, resources and expertise of a multi-billion dollar asset management firm with the personalized service of a private bank.

As a client, you have access to a full range of trust management and custody services including financial planning, family office services, investment management, individual retirement account administration and specialized asset management.

Trust Management and Estate Planning

Estate & Probate Administration

  • Executor and Personal Representative services
  • Inventory, appraisal of assets and court accounting
  • Bill payment
  • Tax return preparation and filing
  • Asset management
  • Distribution of assets to beneficiaries

Charitable Trusts & Private Foundations

  • Trustee services
  • Compliance tax and regulatory management
  • Bookkeeping
  • Customized reporting
  • Board development and meeting coordination
  • Grant management and administration

Real Estate & Unique Asset Management

  • Residential
  • Commercial
  • Farm & ranch holdings
  • Closely held business interests
  • Mineral Interests

Fine Art & Collectibles Management

  • Collection management, consignment and sales
  • Inventory and appraisal services
  • Storage, conservation and restoration
  • Insurance
  • Artist legacy planning and management

For more information about our trust management services, contact us at 800.545.6101 or email us

UMB Custody Services provides safekeeping and settlement of investments in a UMB custody account. UMB Custody Services is a division of UMB Bank, n.a.