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Individual & Family Wealth
As a corporate fiduciary, Indiana Trust brings a level of technical expertise and understanding of wealth stewardship that comes from working with families over multiple generations. Our team of professionals has the experience needed to handle the complexities of multigenerational wealth management and can help design a comprehensive plan to keep your strategy on track, while growing and preserving wealth.
Business Retirement Plans
As an experienced employee retirement plan administrator, Indiana Trust specializes in assisting employers with qualified plan administration, to satisfy their fiduciary requirements, while assisting plan participants with the investment approach that's most appropriate to their needs.
Nonprofit Organizations & Foundations
Indiana Trust understands the unique environment in which charitable organizations, foundations and endowments operate, including investment committees and cash flow policies.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.