20260916_CT_Encompass_WebsiteImage2

 

SECURE YOUR LEGACY
F A L L  |  W I N T E R   2 0 2 6

 

 

An enduring legacy calls for preparation across the defining life moments that can shape a family’s financial future, from incapacity and insurance needs to the transition of your business and the stewardship future generations may assume. These areas often converge, with such connections reinforcing the value of thoughtful, comprehensive planning.

In this issue of Encompass by Commerce Trust, our private wealth management client leaders explore three essential areas of wealth planning.

 

Read Encompass by Commerce Trust

20260916_CT_Encompass_CoverImage


PROTECTING YOUR WEALTH

  • Strengthening Your Wealth Through Proactive Incapacity Planning
  • Insurance Planning for High-Net-Worth Individuals

ALIGNING BUSINESS AND PERSONAL WEALTH

  • When Your Business Is Part of Your Wealth Plan
  • Comprehensive Exit Planning for High-Net-Worth Business Owners

PREPARING THE NEXT GENERATION

  • The Conversations That Shape a Legacy
  • More Than a Trust: Preparing the Next Generation for Wealth, Responsibility, and Stewardship
  • Preparing Your Young Adult for Life's Next Chapter


Multigenerational planning to secure your legacy requires more than experience in any single discipline

Connect with us today to learn more about how Commerce Trust builds your relationship team with specialists that function as one cohesive unit focused on your family’s holistic wealth picture.

Led by your private client advisor or private banking relationship manager, your relationship is supported by dedicated, seasoned professionals in financial planning, trust and estate planning, investment management, banking, tax strategy 1, trust administration, and other specialized advice addressing privately held business ownership, real estate, and private markets. 



1Commerce Trust does not provide tax advice unless engaged to do so.

Past performance is no guarantee of future results, and the opinions and other information in the commentary are as of September 23, 2026. This summary is intended to provide general information only and is reflective of the opinions of Commerce Trust. While Commerce may provide information or express opinions from time to time, such information or opinions are subject to change, are not offered as professional tax, insurance, or legal advice, and may not be relied on as such. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.

Diversification does not guarantee a profit or protect against all risk. This material is not a recommendation of any particular investment or insurance strategy, is not based on any particular financial situation or need, and is not intended to replace the advice of a qualified attorney, tax advisor, or investment professional. Commerce does not provide tax advice to customers unless engaged to do so. Commerce does not provide legal advice to its customers. Consult an attorney for legal advice, including drafting and execution of estate planning documents. Commerce Trust does not provide advice related to rolling over retirement accounts.

Commerce Trust is a division of Commerce Bank
Investment Products: Not FDIC Insured | May Lose Value | No Bank Guarantee