“Our clients come to us for advice on how to protect their future. We take that level of trust very seriously.”
- Dan Junkin

Welcome to InvesTrust Family Office

Since 1998, we have provided our clients with the highest level of service and expertise in the management, preservation and growth of their wealth.

At InvesTrust’s Family Office group we make your life easier by protecting and managing your family’s estate. Think of us as the financial officer for your household: organizing your affairs, setting financial goals and coordinating your transactions. Our mission is to provide independent financial advice with a personal touch.

Services

Business Advisory Services

We provide expertise in finding the best way to manage your family business. We can help streamline your expenses, sell or purchase assets, or even structure your business to protect your family from any liability.

Investment Management

InvesTrust's Family Office helps you make the most of your money - with experienced personnel and tailored plans.

Comprehensive Planning

In looking at the overall health of your finances, our expert investment managers take many things into consideration.