Protect What Matters Most
Country Club Trust Company is a division of Country Club Bank — a family-owned, Kansas City-focused, financial services firm. For decades we have delivered a full range of trust solutions. Appointing Country Club Trust Company as your trustee provides you and your family with experience, objectivity and continuity.
Plan. Prosper. Preserve.
Contemplating the distribution of wealth and personal possessions can be complex, confusing, and emotional. Choosing a corporate trustee to handle your trust or estate can help to simplify the process.
Plan. Our team will work with your attorney, accountant, and other advisors to help you decide how assets will be managed during your lifetime and for generations to come.
Prosper. We provide an intentional, collaborative approach to building a trust and estate plan aligned with your goals for today and tomorrow.
Preserve. As your corporate trustee, we help preserve your legacy by:
- Abiding by the fiduciary standard — putting our clients' best interests first
- Professionally managing trust assets
- Reviewing and filing state and federal tax returns
- Accurate and timely accounting, record-keeping, and reporting
- Distribution income and principal to beneficiaries in accordance with your trust document
- Educating beneficiaries on investment resources and financial planning
Why Country Club Trust Company?
Transparency
Continuity
Local expertise
and experience
Personalized Approach
Each client works with a dedicated, local team of professionals who administer the trust and manage the investment portfolio. We recongnize that all relationships are unique and tailor our solutions based on your priorities.
Managing trusts and estates is our daily business. We take great care to understand the needs of our clients and serve them with integrity, objectivity, and transparency. Our goal is to develop strong, personal relationships with our clients allowing them to confidently delegate, with complete peach of mind, the highest levels of trust and estate responsibilities.
Disclaimer: Country Club Trust Company (CCTC) is a division of Country Club Bank. CCTC Trust and Investment Services: • Are not insured by the FDIC or any other federal government agency • Are not deposits of, nor guaranteed by, the Trust Company or any Trust Company Affiliate. • May lose value. CCTC does not provide legal or tax advice. For legal or tax advice for use in a specific situation, the services of a competent professional person should be sought. Products and services offered by CC Capital Advisors are not insured by the FDIC or any other federal government agency - Are not deposits of, or guaranteed by, any bank or by CC Capital Advisors - May lose value. Member FINRA, SIPC