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Your specialists in estate planning.

FNN Trust Company takes a proactive approach to building, preserving, protecting and transferring wealth for our clients. Located in South Dakota, we operate under advantageous trust laws and are able to extend the benefits of these laws to our clients and their advisors in any state. Benefits include:

  • Unlimited trust duration/no rule against perpetuity
  • No State income tax on income, capital gains, dividends, interest, intangibles or any other income
  • Lowest Insurance Premium Tax
  • Third party discretionary trust laws for asset protection
  • Best privacy statutes for trusts in the US
  • Modern trust laws that allow for directed and delegated trusts
  • Flexibility and control over or input on investment, distribution decisions
  • Efficient and cost-effective processes for trust modification, reformation, decanting and virtual representation

Offering a holistic suite of services.

In addition to Estate planning, we offer comprehensive Wealth Management solutions built on a foundation of advice, service and performance, including:

  • Fiduciary Services
  • Investment Management
  • Comprehensive Financial Planning
  • Agriculture Real Estate Management

Why a corporate trustee?

As your corporate trustee, we assume responsibility for managing your trust assets according to your specific instructions. This alleviates the time-consuming and burdensome task from your friends, family and loved ones. Plus, it ensures you have:

  • Professionals with expertise to manage the tax and administrative complexities of trusts
  • Active investment management of the trust assets
  • Investment strategies tailored to the unique needs of your trust beneficiaries
  • Objectivity that family and friends do not always have in dealing with beneficiaries and controversial family issues
  • Assurances of well-tested policies and procedures under regulatory scrutiny, unlike individual trustees
  • A continuous trustee ensuring your trust objectives are met

Learn how our advisors can help you navigate your estate plan.

FNN Trust Company Client Point Mobile App

Convenient and secure access to your FNN Trust Company accounts and investment information wherever you are with the FNBO Wealth mobile app.

Key features include:

  • A secure environment, protecting your information
  • Access to your financial information in a clear and simple format
  • Use of your fingerprint as a convenient and secure way to sign in
  • A snapshot of your total portfolio on an aggregated basis or by individual account
  • Detailed holdings information
  • Recent trade activity and transactions

For additional instructions for downloading and registering the FNN Trust Company Client Point mobile app click here.

FNN Trust Company Advisors

Trust and related services are provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of First National Bank of Omaha (FNBO). FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.

Certain investment advisory services are provided by First National Advisers, LLC (FNA), doing business as Private Wealth Reserve, an SEC-registered investment adviser and wholly-owned subsidiary of FNBO and affiliate of FNN Trust Company. Neither FNBO nor FNN Trust Company are registered investment advisers.

Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender. Only deposit products are FDIC insured.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE

FNBO, FNN Trust Company, their affiliates and subsidiaries do not provide legal or tax advice.