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Generational Family Wealth

Protecting generations of established wealth today for lifetimes to come.

When you plan for your legacy, your decisions will impact your family's future wealth. To ensure that the wealth you've amassed — or the wealth you and your family inherited — lasts for generations to come, partner with MidFirst Private Bank.

In addition, MidFirst Private Bank is also able to offer specialized services to those with generational family wealth needs.

  • Manage money and credit needs with concierge-level service
  • Transfer assets to heirs or other parties through trust and estate management
  • Prepare your family for new financial needs
  • Minimize tax burdens
  • Maximize capital investments
  • Review life insurance policies and options
  • Living will and/or trust and estate planning
  • Foundation establishment and management


We want to help you pass down the wealth you have today, exactly as you intend. Consult with us now about how you can not only manage your wealth, but grow it with us for an even greater legacy.