Data tokens on this page

Trust & Estate Services

Trust & Estate Services

The Chicago Trust Company Logo

NOTHING TOO BIG, OR TOO SMALL

NOTHING TOO BIG, OR TOO SMALL

You’ve turned to Wintrust Private Trust Company for small trusts. Did you know you can count on us to manage large wealth trusts exceeding $25 million, too?


From personal and corporate trustee services to estate settlement and specialty trusts, we offer a full range of administrative and fiduciary trust services. Our end-to-end capabilities, high-touch service, and local focus mean that no account is too small for us to consider or too big or complex for us to handle. Backed by Wintrust, our team has access to a suite of complementary offerings that allow us to holistically address our clients’ specific needs.

Our nimble team of trust experts each calls on 25-plus years of individual experience when developing flexible, creative solutions for our clients that inspire longstanding relationships and deliver ongoing success.

WINTRUST PRIVATE TRUST COMPANY ADVANTAGE

CREATIVE, PERSONALIZED SOLUTIONS ICON

CREATIVE, PERSONALIZED SOLUTIONS

When you partner with us, you gain access to a team of experts that averages 25 years of experience serving trusts of all shapes and sizes. We aren’t formulaic; we go the extra mile to deliver solutions customized for our partners, no matter their situation.

When you partner with us, you gain access to a team of experts that averages 25 years of experience serving trusts of all shapes and sizes. We aren’t formulaic; we go the extra mile to deliver solutions customized for our partners, no matter their situation.

TRUE PARTNERSHIP ICON

TRUE PARTNERSHIP

Unlike other institutions, we don’t extract established relationships. The Chicago Trust Company prioritizes working with the people our clients trust and recognizes attorneys as necessities in our collective success.

Unlike other institutions, we don’t extract established relationships. The Chicago Trust Company prioritizes working with the people our clients trust and recognizes attorneys as necessities in our collective success.

SERVICE-DRIVEN APPROACH ICON

SERVICE-DRIVEN APPROACH

In an industry full of rigidity, we stand out for our accessibility, swift decision-making, and empathetic recommendations. We offer value-based pricing for our clients and ongoing CLE events for our business partners because we’re serious about developing relationships that serve all parties for the long-term.

In an industry full of rigidity, we stand out for our accessibility, swift decision-making, and empathetic recommendations. We offer value-based pricing for our clients and ongoing CLE events for our business partners because we’re serious about developing relationships that serve all parties for the long-term.

CREATING A FLEXIBLE SOLUTION FOR $48 MILLION TRUST

CREATING A FLEXIBLE SOLUTION FOR $48 MILLION TRUST

In early 2021, Wintrust Private Trust Company took on a client with a trust totaling $48 million from an attorney with whom the team had a longstanding relationship. The client was previously working with another financial institution that wasn’t giving her the attention or the results she was seeking, and was neglecting her attorneys’ concerns regarding estate tax considerations.

Wintrust Private Trust Company met with the client’s attorneys and accountants to gain a solid understanding of the issues at play, then got to work on a solution. The process began by listening – to the client’s concerns and hopes for the trust, the attorney’s mandatories, and the specifications of the accounting team and outside investment counsel – to accommodate all parties and meet the needs of the client.

CREATING A FLEXIBLE SOLUTION FOR $48 MILLION TRUST
CREATING A FLEXIBLE SOLUTION FOR $48 MILLION TRUST

CREATING A FLEXIBLE SOLUTION FOR $48 MILLION TRUST

In early 2021, The Chicago Trust Company took on a client with a trust totaling $48 million from an attorney with whom the team had a longstanding relationship. The client was previously working with another financial institution that wasn’t giving her the attention or the results she was seeking, and was neglecting her attorneys’ concerns regarding estate tax considerations.

The Chicago Trust Company met with the client’s attorneys and accountants to gain a solid understanding of the issues at play, then got to work on a solution. The process began by listening – to the client’s concerns and hopes for the trust, the attorney’s mandatories, and the specifications of the accounting team and outside investment counsel – to accommodate all parties and meet the needs of the client.

NAVIGATING FAMILY DYNAMICS AS TRUSTEE OF $65 MILLION ESTATE

When Wintrust Private Trust Company fielded an inquiry from a prospective client about a $65 million trust 8 years ago, they knew the relationship was going to be unique. The patriarch had recently sold his manufacturing business and was seeking a partner who could serve as an unbiased participant in conversations about distribution of assets with multiple family stakeholders.

“The relationship came to us for our ability to internally manage fiduciary needs with corporate trustees, but also for our ability to provide custodial services, banking services, and general flexibility of offering and solutions across the Wintrust scope of service,” said Jennifer Czerwinski, Trust Officer, Senior Vice President, and North Region Team Lead for Wintrust Private Trust Company.

NAVIGATING FAMILY DYNAMICS AS TRUSTEE OF $65 MILLION ESTATE
NAVIGATING FAMILY DYNAMICS AS TRUSTEE OF $65 MILLION ESTATE
NAVIGATING FAMILY DYNAMICS AS TRUSTEE OF $65 MILLION ESTATE

NAVIGATING FAMILY DYNAMICS AS TRUSTEE OF $65 MILLION ESTATE

When The Chicago Trust Company fielded an inquiry from a prospective client about a $65 million trust 8 years ago, they knew the relationship was going to be unique. The patriarch had recently sold his manufacturing business and was seeking a partner who could serve as an unbiased participant in conversations about distribution of assets with multiple family stakeholders.

“The relationship came to us for our ability to internally manage fiduciary needs with corporate trustees, but also for our ability to provide custodial services, banking services, and general flexibility of offering and solutions across the Wintrust scope of service,” said Jennifer Czerwinski, Trust Officer, Senior Vice President, and North Region Team Lead for The Chicago Trust Company.

NAMING US IN DOCUMENTS

NAMING US IN DOCUMENTS


To name us as your clients’ executor, trustee, successor, or co-trustee, please use Wintrust Private Trust Company, N.A.


To name us as your clients’ executor, trustee, successor, or co-trustee, please use The Chicago Trust Company, N.A.

HOW WE HELP YOUR CLIENTS

HOW WE HELP YOUR CLIENTS

Personal and Corporate Trustee Services

Estate Settlement

Guardianships

Donor-advised Funds

Custody and Escrow Services

Special Needs Trusts

Land Trusts

1031 Exchanges

Trust Services for Investment Managers

TRUSTED FINANCIAL
ADVICE SINCE 1931

White Right Arrow

SUPPORTING OUR
NEIGHBORHOODS

White Right Arrow

STRONG AND DIVERSE
LEADERSHIP

White Right Arrow

PARTNER WITH WINTRUST PRIVATE TRUST COMPANY

CONTACT AN EXPERT TODAY