Your goals are our priority. Let us assist you in building your financial future. Everyone is different, and your plan needs to meet your individual needs. We pride ourselves on taking the time to learn your needs and earn your trust.
Our team of experts will ensure you and your beneficiaries receive outstanding management of your assets and efficient administration of your trust with excellent attention to every detail.
As an independent trust company, we are very different than an investment broker in that we can provide additional services for more complete financial planning. We eliminate the need to coordinate financial assets and information between several parties, and we take full fiduciary responsibility for your financial well-being, ensuring your best interests are always considered in each service and transaction.
Thanks to the expertise and experience of our staff, we have established an outstanding reputation as a professional trustee for our clients’ living trusts. We offer services of the highest quality, delivered with tact, sensitivity and impartiality. Our commitment to our clients is absolute. Above all, we want you to be comfortable with our services.
There is a huge misconception about trusts, that they are documents only for the very wealthy. In fact, trusts can protect those with modest assets as well. A trust is simply a legal document that ensures your assets are managed according to your wishes during your lifetime and then after your death.
Setting up a trust can give you peace of mind knowing that the people you love will continue to be cared for. The fact is that more and more families are turning to trust based planning for their estate plans because the benefits of trusts are as diverse and wide ranging as the resources and objectives of the families that use them. Creating a trust can help transfer assets from one person to another as seamless and private as possible.
Trusts give you the ability to customize the conditions of how assets are managed. For example, you can decide at what age someone can receive money, or how that money can be used. You can ensure money is set aside for the purpose of paying for a grandchild’s education. Or you can determine that a beneficiary receives a certain amount each year.
There are many ways you can benefit from a trust. Here are some examples. A trust can:
At Tower Trust and Investment we provide complete trust administration services. That means we are authorized by law to accept and execute trusts, and act as trustee under wills, as executor or conservator. We provide outstanding service in carrying out those duties.
As a trust client, you will have A Trust Officer and Portfolio Manager that are located right here in the Quad Cities, not hundreds of miles away. You will meet in person and they can advise you on the type of trust that best meets your needs. Our staff is equipped and ready to handle every conceivable chore relating to the care and handling of your trust.
We will provide professional, unbiased investment supervision. As a fiduciary, you can be assured that we will always put your interests ahead of our own. We are held to a higher standard in carrying out our duties with prudence, loyalty and care.
We have over 150 years of combined experience in acting as Trustee for our clients' estates. We will serve as your professional Trustee and ensure that your wishes are carried out with skill and compassion for your beneficiaries. As a corporate trustee, Tower Trust & Investment Company will not die, move away, or become distracted by personal issues. Your wishes will be carried out in a professional and efficient manner.
Our highly qualified team of financial professionals has over 150 years of trust and investment management experience. If you are looking for a long-term financial partner that tailors investment services to your objectives, we invite you to contact any of our Tower Trust & Investment Company team members.
Trust Officer
Kristina has eight years’ experience in law as a Paralegal specializing in Estate Planning, Probate Law, Real Estate Law, Business Law and Guardianships and Conservatorships. She is a non-attorney member of the Iowa Bar Association and a member of the Iowa Paralegal Association. Kristina has many years of customer service experience and assists the Fiduciary Team with trust and estate administration.
Phone: 563.296.9274
Email: ksuiter@towerqc.com