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Business People Standing Tall

Business Wealth & Trust

Invest with confidence. Let us help you map out your financial future.

As a business owner, you wear a lot of hats, leave financials/retirement to the experts.

 

Would your sudden departure be a major financial crisis at your company? 

Our planning professionals can help you evaluate options to maximize the wealth tied-up in your business and secure the future for you, your family and your company.

 

Transfer of Ownership

Many business owners will face a time when they need to transfer their ownership rights to another person or entity. Let us help you make the transition as smooth as possible.

 


 

Estate Planning

Safeguard your life’s work. Let Extraco help you design an estate plan that can help minimize taxes, protect assets from unseen risks, and ensure that your legacy goes on.

 


 

Asset Protection

We will work closely with you to make sure your assets are optimally positioned to minimize exposure to creditors.

 

Want to learn more about our Wealth & Trust Services?

Learn More

 


Important Disclosures and Information

  • Extraco Banks is a Member FDIC
  • SECURITIES ARE NOT FDIC OR GOVERNMENT AGENCY INSURED | NO BANK GUARANTEE | MAY LOSE VALUE | NOT A BANK DEPOSIT | SUBJECT TO RISK