Trust and Estates - Wealth Management
About Us

Financial Strength

In 1929, First National Bank Omaha received its trust powers. The Trust Division has successfully managed money since that time in both personal trust and institutional areas, including retirement planning. The Trust Division has been a leader in providing an array of financial services to individuals, businesses, tax-exempt organizations and municipalities. We have recently expanded the mission of the Trust Division in forming the Wealth Management Group. Our affluent clients will benefit from the combined resources of trust, private banking and brokerage services provided by our First National Investments & Planning brokerage operation.

Consistent Leadership

Since our inception on Valentine's Day 1929, there have been only four Division Head changes.

Impressive Success

The assets of First National's Trust Division have grown from $3.5 billion to $7.0 billion since 1990. Assets under management have grown from $1.2 billion to over $2.5 billion in that same time. Assets managed in tax-exempt accounts exceed $1.75 billion and include public funds, 401(k) plans, profit sharing plans, pension plans and charitable trusts.