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Secure Account Access |
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Deferred Exchanges |
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Land Trusts |
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Wealth Management |
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ESOP & Retirement |
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Home > Wealth Management
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Wealth Management
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| We address the needs and concerns of each client by first pointing out to the client that at North Star, we do not begin by analyzing asset allocation issues, potential rates of return on asset classes, or portfolio sales and reinvestment. Rather, we conclude our examination of a client’s goals, objectives, and current estate planning and tax planning strategies, with a comprehensive analysis of asset allocation issues, potential rates of return on asset classes, and portfolio repositioning in light of the previously revised estate and tax planning strategies. We believe that this approach results in a clear definition of issues, goals, and objectives which can then be further refined in conjunction with our client’s tax and legal advisors. |
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Trust Services
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| We provide individuals and their families with peace of mind that comes from carefully planned trust services. Our heritage is built on attentive, discrete services and investment and trust administration expertise. |
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Investment Management
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| A history built on excellence in service and investment management. Allow us to put our experience to work for you. |
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Specialty Services
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| Our experience goes beyond investment management, and includes services to help you in many areas. |
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Charitable Gifting
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| One of life’s greatest rewards is the pleasure of giving to a deserving cause. Our experts can help you develop and implement a tax-favorable gifting strategy. |
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Home | Deferred Exchanges | Land Trusts | Wealth Management | ESOP & Retirement | Forms Library | Contact Us | About North Star
North Star Trust Company and North Star Deferred Exchange Corp. offers products and services through various affiliates of Marshall & Ilsley Corporation, including Marshall & Ilsley Trust Company N.A., M&I Investment Management Corp., M&I Financial Advisors, Inc. (member FINRA*/SIPC*, maintaining its principal offices at 111 E. Kilbourn Ave., Milwaukee, WI 53202) and Taplin, Canida & Habacht, LLC. Insurance coverage is underwritten by a number of insurers. Insurance products are the obligation of the insurance company. ©2010 Marshall & Ilsley Corporation
*At certain places on this Web site, there are links to third-party sites unaffiliated with M&I. M&I does not warrant or guarantee the reliability of information on third-party sites.
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