February 2021 Newsletter
With the volatility of the past year, those investors who stayed in the market came out at the end of the year with little or no losses.
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About Us
The Family Heritage Trust Company offers a range of fiduciary and wealth management services designed to simplify complex financial challenges. We are a Trust Service Office of Midwest Trust Company, a Kansas non-depository trust company regulated and examined by the Office of the State Banking Commissioner of Kansas.
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The Family Heritage Trust Company specializes in administrating individual, special needs, family and institutional trusts with services such as portfolio management, bill paying, tax planning and assistance for individuals with life challenges. The Family Heritage Trust Company also provides professional trustee and co-trustee services.
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The Family Heritage Trust Company was founded by a group of financial professionals, attorneys and CPAs from the region. With over 100 years of combined experience, our dedicated staff works to ensure that each client receives the personalized, face-to-face service that is the cornerstone of our business philosophy.
More InfoOur Mission
Our mission is to provide clients a broad range of competent and professional fiduciary management services. The Family Heritage Trust Company’s services respond to the need for specialized administration of individual, special needs, family and institutional trusts as the financial industry continues to consolidate and reduce trust services and investment management offerings.
As a fiduciary, we are held to the highest standards of professional conduct and have a legal obligation to oversee investment portfolios to ensure assets are managed according to client objectives and needs.
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What Our Clients Say
I was impressed with the time and effort that The Family Heritage Trust Company invested in developing the right investment strategy for me, and year after year I have been impressed with the performance of my investment portfolio.
Derek Sanford Hagerstown, MD
The staff at The Family Heritage Trust Company are professional, attentive and knowledgable. It is refreshing to always have a person answer the phone when I call and not a machine.
Christopher Turner Frederick, MD
The Family Heritage Trust Company has gone above and beyond as a trustee. I feel confident knowing that they are willing to take care of the smallest details to ensure my financial affairs are managed effectively.
Robert Wilson Washington, D.C.
The benefits of the personalized service I receive with The Family Heritage Trust Company cannot be overestimated. They prioritize knowing their clients, which is refreshing and saves me time.
Piper Ruth Middletown, MD
Latest News
January 2021 Newsletter
The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial markets.
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