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Wealth Management and Fiduciary Services

Our private client Wealth Management services1 include Investment Management, Fiduciary and Executor Services, Retirement Planning, and Financial Planning Services. With First Midwest Wealth Management serving as your primary financial advisor, you will gain a truly objective financial advocate. Our areas of expertise include:

Investment Management Services

  • Equity Strategy
  • Globally Enhanced Management Strategy (“GEMS”)
  • Portfolio Management
  • Market Outlook

Fiduciary Services

  • Trust Administration
  • Estate Settlement
  • Guardianship Services
  • Directed Trustee

Financial Planning

  • Income Planning
  • Estate Planning

Retirement Planning

  • Individual Retirement Accounts (“IRAs”)
  • 401(k)

Real Estate Services

  • 1031 Exchange
  • Land Trust (Illinois)
  • Farm Management

Financial Caregiver Solutions

  • Avoiding Unintended Outcomes
  • Understanding the Legal Documents
  • Find the Solutions

Donor Advised Funds

Scholarship Applications

    OBJECTIVE FINANCIAL ADVISORS

    First Midwest provides the investment, legal, tax and wealth management professionals you need to achieve your objectives. Meet a Wealth Management Advisor near you today.1

    Find an Advisor

    PRIVATE BANKING

    Individualized service for successful entrepreneurs and business owners; legal professionals; corporate executives; private investors; and individuals with inherited or retirement wealth.2

    Learn More

    Momentum for Your Wealth Management Strategy1

    The First Midwest approach incorporates 4 steps:

    1. Determine and Review Your Financial Needs: We listen to your goals and analyze your financial situation.
    2. Provide Solutions: We provide clear options which cover your objectives.
    3. Implement and Evaluate: We work with you to put your plan into action.
    4. Review Results and Communicate: We make certain you are on track to achieve your objectives.

    Keep up to date with our latest Wealth Management articles and research.

    We Have Ideas

    1 Wealth Management services are offered through First Midwest Bank. Most Wealth Management products are not FDIC insured. First Midwest Bank and its representatives do not provide legal or tax advice. Please consult an independent tax advisor or attorney for more complete information.

    2 A Private Bank client is a Commercial client with business assets of $1 million or greater or an individual client with at least $250,000 combined qualifying deposit, investment and loan products with the Bank or a client that otherwise meets Private client criteria. See a Private Client Banker for details.