Twin Cedars Bank

Family Office

Dedicated Family Office Banking Solutions

group of people discussing generational wealth and family office bankingGenerational Wealth Management Services From Twin Cedars

We are dedicated to providing the best in family bank products and generational wealth planning for your family office needs. Twin Cedars Bank provides specialized expertise in trust and estate planning, inheritance banking, and a variety of other generational banking services for family enterprises.

Your family’s wealth preservation, and the financial planning complexities of legacy wealth management that go along with it demand a modern approach to family office services. Our team of specialized financial consultants offers you access, seamless coordination, and personalized investment strategy solutions for your intergenerational banking needs, all on a flexible platform driven by an open architecture approach. 

Generational wealth and family office banking play a key role in a family’s philanthropic activities, mission, and purpose. Our team of wealth advisors is here to help your family achieve that purpose.

Tailored Solutions

Each client faces unique challenges, and we craft customized solutions to address them, ensuring that your family’s legacy planning and family office wealth management needs are met effectively.

Experienced Team and Expert Network

We provide access to a vast network of service providers to cater to a wide range of family office needs, connecting you with specialists across various domains. This includes basic family office banking and family office investment.

Strategic Planning

Our expert financial professionals’ insights and strategic planning support help you design the personalized financial future you've always envisioned for your family's wealth.

Philanthropic Engagement

Our expert financial professionals’ insights and strategic planning support help you design the personalized financial future you've always envisioned for your family's wealth.

Generational Wealth Transfer

Learn about successful strategies, financial products, and tools for transferring family wealth to the next generation. We also specialize in wealth banking programs designed to meet the unique needs of high-net-worth individuals.

Comprehensive Solutions

We offer services in family governance, multi-generational family business transfer, next-generation education, outsourced CIO services, advice on deal flow, and planning through liquidity events.

Maximizing Impact

Partner with us to maximize the impact of every financial choice and investment decision, whether it's in the realms of philanthropy, investment portfolio management, next-generation education, trust and fiduciary services, aviation financing, business lending, or treasury management.

Creating the Future

Our holistic approach to financial advice regarding wealth management helps you create a legacy for family members and their personal finances that aligns with your goals and values.

Collaborative Partnership

Communication and connectivity are at the core of our collaborative partnership. We're here to understand what drives you and to support your wealth and legacy journey at every stage.

family with arms around one another looking out at the ocean from the beach

Ready to embark on this journey with us? Start a conversation about family banking with our financial advisers at Twin Cedars Bank by answering a few questions, and we'll reach out through your preferred contact method shortly.

Contact Us

 

Contact Kaylie Miller, Vice President, Portfolio Manager, and Credit Administration

P: (641) 672-9863

Rudy ForsContact Rudy Fors, President & CEO

P: (641) 944-5314

 

 

Doug Parker HeadshotContact Doug Parker, Vice President, Senior Business and Wealth Banker

P: (641) 672-9863

Contact Riley Frohwein, UB, Business & Marketing Specialist

P: (641) 672-9863

 

 

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