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Contango Capital Advisors, an affiliate of Nevada State Bank, offers a comprehensive array of wealth management services to NSB clients. Contango meets the wealth management needs of small businesses, as well as individuals and families.
Contango’s innovative approach to helping clients meet their financial goals and realize their life aspirations combines a strong emphasis on forward-looking quantitative analysis and risk control with the use of investment offerings typically available only to institutional investors.
The company’s services include:
- Life planning
- Estate planning
- Wealth preservation and transition strategies
- Philanthropic strategies
- Asset protection
- Wealth planning
- Goal/risk planning
- Portfolio development
- Asset allocation and investment
- Detailed performance reporting
- Business transition planning
- Valuation and sales strategies
- Help with management and family succession issues
- Credit strategies
- Asset/credit analysis
- Innovative credit structure
- Securing investment lines of credit
For more information about Contango Capital Advisors click here, or call (702) 855-4812.
Western National Trust Company, a Contango and Nevada State Bank affiliate, serves as the primary trust company for the Zions family of banks. It can help you plan charitable giving with your retirement and estate planning through the use of a charitable remainder trust. You decide which charity you would like to benefit, and Western National Trust will serve as trustee to administer the trust and manage the assets.
A Personal Administrator
Western National Trust assigns a personal trust administrator to work alongside the wealth advisor.
Charitable Giving
Western National Trust offers innovative ways to combine tax savings for the client with economic benefits to selected charities. A charitable remainder trust can be used to plan donations as part of retirement and estate planning. Clients decide which charity to benefit, and Western National Trust serves as trustee to administer the account.
Probate Services
If a client’s estate plan does not currently include a trust, but has a will, the client can name Western National Trust as a personal representative and/or testamentary trustee. Western National Trust will gather a client’s assets, settle debts and distribute property to heirs as directed by the client.
For more information about Western National Trust call:
(702) 855-4812.
IMPORTANT NOTE:
Investment products and services offered through Contango Capital Advisors, Inc., a registered investment advisor and a nonbank subsidiary of Zions First National Bank, are NOT insured by the FDIC or any federal or state governmental agency, are NOT deposits or other obligations of, or guaranteed by, Zions First National Bank, Nevada State Bank, its affiliates or any other bank within Zions Bancorporation, and MAY be subject to investment risks, including the possible loss of principal value of amount invested.
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