When it is time to manage how you will share your wealth with others, Johnson Trust Company will align your estate plan with your values to ensure that those who benefit from your legacy will thrive. Our integrated team of estate planning and trust experts serve as nimble partners to you—and to everyone involved in your estate including your beneficiaries, tax advisors, and attorneys. This gives you access to an unparalleled depth of knowledge from a team who acts with an empathetic and problem-solving mindset, ensuring that the right decisions are made to preserve your wealth over time.
Discover the difference an in-house Trust Company makes
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Personalized Solutions We work in concert with your attorneys and other advisors to make sure your estate plan is truly customized and implemented, accounting for all aspects of the vision you have for your future and your family.
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Integrated Team & Services As a key part of Johnson Investment Counsel, the team of professionals at Johnson Trust Company works in collaboration with all of our divisions to integrate sophisticated trust services and expertise to implement your unique estate plan.
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Guiding Values Across our firm, we are dedicated to working by the principles set by our founder, a university finance professor, who believed that wealth management could be a powerful tool for good when it is applied with a mindset of empathy and service.
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Continuity of Services Our employees stay with us for decades and often for their entire careers. You will not have a rotating door of advisors. Rather, you will have a team that is dedicated to building a lasting partnership that’s grounded in trust.
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Comprehensive Estate Planning & trust Services Our team of estate planning attorneys and trust professionals within Johnson Trust Company provides counsel to ensure the right decisions are made to preserve and transfer your wealth over time. Services include:
- Agent for individual trustee
- Trustee and Co-Trustee services
- Executor and estate settlement services
- Reducing gift and estate taxes
- Managing the transfer of wealth
- Philanthropic planning
- Special needs planning
- Charitable gift planning
- Asset protection planning
Our Team
Driven by a genuine heart to serve
Our mission to “deliver peace of mind through trusted counsel, exemplary service, and a genuine heart to serve” has guided our clients through challenges, whether personal, economic, or market-related. Our team of experienced, compassionate professionals always works in your best interest.
Invested in your success
Every significant moment or change you experience in your life, whether personal, economic, or investment-related, impacts your long-term financial future. We understand how important it is to find a wealth management partner who takes the time to listen and understand what you hope to achieve throughout your journey.