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Trust & Estate Services
Preserve Your Estate
For generations to come
There’s no time like the present to plan for your family’s future. We’ll help you preserve your wealth and pass it on exactly as you intend, with great care and sensitivity to family dynamics.
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Investment Management
Professional Investment Management
Investing with your goals in mind — not ours
Our team of experienced portfolio managers and analysts will help you navigate ever-changing market environments and reach your financial goals.
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Financial Planning
Financial Planning
Where do you want to be? We’ll help you get there
We’ll take the time to listen, ask questions, and understand your entire financial picture — then we’ll craft a plan specifically for you.
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Private Banking
Private Banking Services
Your single point of contact to a breadth of financial services
Our Private Banking team is here to make your life easier with proactive suggestions and a level of service you’ll only get from a family-owned bank.
Best Financial Planner
Your future deserves the best
The Lincoln Journal Star recently announced the 2024 winners of its annual Lincoln’s Choice Awards, and in addition to best bank, best customer service, best work environment, and best place to work, we’re honored and thrilled to have been voted best financial planner! Partnering with our clients to create a plan that helps them go from financial dreams to financial reality is rewarding in and of itself, so we’re deeply humbled to receive outside recognition of these efforts. Thank you for your continued loyalty and confidence.
Donor-Advised Funds
Philanthropy, simplified
UBT has partnered with the Lincoln Community Foundation to offer donor-advised funds — a smart way to simplify and maximize your philanthropic giving by working with both seasoned investment experts and trusted community partners. Click through to learn more, or reach out to one of the friendly, knowledgeable members of our Wealth Management team.
Experience
With one of the Midwest’s largest wealth management teams, UBT brings more than 350 years of experience in trust and estate planning, and an additional 360 years of investment analysis and portfolio management experience.
Expertise
Our staff includes numerous analysts with the Chartered Financial Analyst® designation, multiple CERTIFIED FINANCIAL PLANNERSTM, several officers with a Juris Doctorate, and many Certified Trust & Financial Advisors (CTFA).
Full service, one fee
You have access to expert investment management, trust administration, and/or financial planning at UBT. Best of all, you’ll pay only one wealth management fee rather than a fee for each. You won’t find that everywhere.
Goal-based approach
Whatever your goals — saving enough for your future while living well today, buying a sports car at retirement, leaving a legacy with a charitable gift — we’ll create a plan to help you make them happen.
Our People Make the Difference
At UBT, your money has people
We’re a family-owned bank that cares about our customers, the communities we serve, and each other. You’re in the right place for complete Wealth Management services that help you make the most of your money, backed by real people (like Leslie) who really care.
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CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CERTIFIED FINANCIAL PLANNER™ certification mark in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
