GREAT PLAINS CLIENTS

Accomplishments and success often bring additional responsibilities and new challenges. Partnering with Great Plains Trust can help assure that your investments are being managed, your assets are being protected, and your family is taken care of.

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We incorporate the details of your life into comprehensive advice.

Great Plains Trust helps families and individuals:

Build and maintain wealth for you, your children and their children

Great Plains Trust Company offers a high degree of investment expertise and flexibility. Investment options include individually managed portfolios, Great Plains Trust Company Funds (for fiduciary clients only), Buffalo Funds, and a menu of nationally known mutual funds. Learn more about personal wealth management »

Minimize tax liabilities (income, investment and estate taxes)

Great Plains Trust understands the taxes that affect individuals, their families, their business and their estates. We use tax free, tax deferred and tax advantaged investing, IRA rollovers, tax-offset investment management, charitable planning, gifting strategies and estate, trust and probate planning to keep your taxes to a minimum.

Protect and transition your legacy

Be it your home, your business, your investments or your entire estate, Great Plains can help when it's time to transition. We will assist you in establishing your estate plan, gifting, will or trust, and can serve as a current or future trustee or custodian. We can help ensure that your estate is handled privately, with continuity of investment management and protection of beneficiaries. Learn more about transitioning your legacy »

Consolidate Assets

Having Great Plains as your single point of contact simplifies handling your investments, accounts, and questions. We will administer and custody your assets, offering complete safekeeping, record keeping and accounting for all your investments. Learn more about consolidating your assets »

At Great Plains Trust we turn your intentions into action.