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Trust & Estate Services
Trust & Estate Services
NOTHING TOO BIG, OR TOO SMALL
NOTHING TOO BIG, OR TOO SMALL
You’ve turned to Wintrust Private Trust Company for small trusts. Did you know you can count on us to manage large wealth trusts exceeding $25 million, too?
From personal and corporate trustee services to estate settlement and specialty trusts, we offer a full range of administrative and fiduciary trust services. Our end-to-end capabilities, high-touch service, and local focus mean that no account is too small for us to consider or too big or complex for us to handle. Backed by Wintrust, our team has access to a suite of complementary offerings that allow us to holistically address our clients’ specific needs.
Our nimble team of trust experts each calls on 25-plus years of individual experience when developing flexible, creative solutions for our clients that inspire longstanding relationships and deliver ongoing success.
Mary Ann Korenic, J.D., CTFA
CHIEF EXECUTIVE OFFICER
Mary Ann Korenic is responsible for creating, communicating, and implementing the firm’s vision, mission, and overall strategic business development efforts.
Gerry Leenheers
SENIOR PORTFOLIO MANAGER
Gerry Leenheers works with private clients and institutions to construct long-term strategies and implements tailored investment plans to meet their unique needs and financial objectives.
Jennifer Czerwinski
SENIOR VICE PRESIDENT, TRUST OFFICER AND TEAM LEAD
Jennifer Czerwinski serves clients in northern Illinois and Wisconsin, specializing in trust administration, guardianship and estate settlement matters.
Alansa Ferguson, CTFA
SENIOR VICE PRESIDENT, TRUST OFFICER AND TEAM LEAD
Alansa Ferguson serves as Team Lead for Guardianship and Estate Settlement, specializing in the administration of guardianships, special needs trusts (OBRA), and estate administration.
Jamie L. Holmes
SENIOR VICE PRESIDENT, TRUST OFFICER AND TEAM LEAD
Jamie Holmes takes pride in establishing trusted relationships with her clients, focusing on their lifetime goals and testamentary intent to protect and preserve wealth for generations.
WINTRUST PRIVATE TRUST COMPANY ADVANTAGE
CREATIVE, PERSONALIZED SOLUTIONS
When you partner with us, you gain access to a team of experts that averages 25 years of experience serving trusts of all shapes and sizes. We aren’t formulaic; we go the extra mile to deliver solutions customized for our partners, no matter their situation.
TRUE PARTNERSHIP
Unlike other institutions, we don’t extract established relationships. Wintrust Private Trust Company prioritizes working with the people our clients trust and recognizes attorneys as necessities in our collective success.
SERVICE-DRIVEN APPROACH
In an industry full of rigidity, we stand out for our accessibility, swift decision-making, and empathetic recommendations. We offer value-based pricing for our clients and ongoing CLE events for our business partners because we’re serious about developing relationships that serve all parties for the long-term.
CREATIVE, PERSONALIZED SOLUTIONS
When you partner with us, you gain access to a team of experts that averages 25 years of experience serving trusts of all shapes and sizes. We aren’t formulaic; we go the extra mile to deliver solutions customized for our partners, no matter their situation.
TRUE PARTNERSHIP
Unlike other institutions, we don’t extract established relationships. Wintrust Private Trust Company prioritizes working with the people our clients trust and recognizes attorneys as necessities in our collective success.
SERVICE-DRIVEN APPROACH
In an industry full of rigidity, we stand out for our accessibility, swift decision-making, and empathetic recommendations. We offer value-based pricing for our clients and ongoing CLE events for our business partners because we’re serious about developing relationships that serve all parties for the long-term.
CREATIVE, PERSONALIZED SOLUTIONS
When you partner with us, you gain access to a team of experts that averages 25 years of experience serving trusts of all shapes and sizes. We aren’t formulaic; we go the extra mile to deliver solutions customized for our partners, no matter their situation.
When you partner with us, you gain access to a team of experts that averages 25 years of experience serving trusts of all shapes and sizes. We aren’t formulaic; we go the extra mile to deliver solutions customized for our partners, no matter their situation.
TRUE PARTNERSHIP
Unlike other institutions, we don’t extract established relationships. The Chicago Trust Company prioritizes working with the people our clients trust and recognizes attorneys as necessities in our collective success.
Unlike other institutions, we don’t extract established relationships. The Chicago Trust Company prioritizes working with the people our clients trust and recognizes attorneys as necessities in our collective success.
SERVICE-DRIVEN APPROACH
In an industry full of rigidity, we stand out for our accessibility, swift decision-making, and empathetic recommendations. We offer value-based pricing for our clients and ongoing CLE events for our business partners because we’re serious about developing relationships that serve all parties for the long-term.
In an industry full of rigidity, we stand out for our accessibility, swift decision-making, and empathetic recommendations. We offer value-based pricing for our clients and ongoing CLE events for our business partners because we’re serious about developing relationships that serve all parties for the long-term.
CREATING A FLEXIBLE SOLUTION FOR $48 MILLION TRUST
In early 2021, Wintrust Private Trust Company took on a client with a trust totaling $48 million from an attorney with whom the team had a longstanding relationship. The client was previously working with another financial institution that wasn’t giving her the attention or the results she was seeking, and was neglecting her attorneys’ concerns regarding estate tax considerations.
Wintrust Private Trust Company met with the client’s attorneys and accountants to gain a solid understanding of the issues at play, then got to work on a solution. The process began by listening – to the client’s concerns and hopes for the trust, the attorney’s mandatories, and the specifications of the accounting team and outside investment counsel – to accommodate all parties and meet the needs of the client.
CREATING A FLEXIBLE SOLUTION FOR $48 MILLION TRUST
In early 2021, The Chicago Trust Company took on a client with a trust totaling $48 million from an attorney with whom the team had a longstanding relationship. The client was previously working with another financial institution that wasn’t giving her the attention or the results she was seeking, and was neglecting her attorneys’ concerns regarding estate tax considerations.
The Chicago Trust Company met with the client’s attorneys and accountants to gain a solid understanding of the issues at play, then got to work on a solution. The process began by listening – to the client’s concerns and hopes for the trust, the attorney’s mandatories, and the specifications of the accounting team and outside investment counsel – to accommodate all parties and meet the needs of the client.
NAVIGATING FAMILY DYNAMICS AS TRUSTEE OF $65 MILLION ESTATE
When Wintrust Private Trust Company fielded an inquiry from a prospective client about a $65 million trust 8 years ago, they knew the relationship was going to be unique. The patriarch had recently sold his manufacturing business and was seeking a partner who could serve as an unbiased participant in conversations about distribution of assets with multiple family stakeholders.
“The relationship came to us for our ability to internally manage fiduciary needs with corporate trustees, but also for our ability to provide custodial services, banking services, and general flexibility of offering and solutions across the Wintrust scope of service,” said Jennifer Czerwinski, Trust Officer, Senior Vice President, and North Region Team Lead for Wintrust Private Trust Company.
NAVIGATING FAMILY DYNAMICS AS TRUSTEE OF $65 MILLION ESTATE
When The Chicago Trust Company fielded an inquiry from a prospective client about a $65 million trust 8 years ago, they knew the relationship was going to be unique. The patriarch had recently sold his manufacturing business and was seeking a partner who could serve as an unbiased participant in conversations about distribution of assets with multiple family stakeholders.
“The relationship came to us for our ability to internally manage fiduciary needs with corporate trustees, but also for our ability to provide custodial services, banking services, and general flexibility of offering and solutions across the Wintrust scope of service,” said Jennifer Czerwinski, Trust Officer, Senior Vice President, and North Region Team Lead for The Chicago Trust Company.
NAMING US IN DOCUMENTS
NAMING US IN DOCUMENTS
To name us as your clients’ executor, trustee, successor, or co-trustee, please use Wintrust Private Trust Company, N.A.
To name us as your clients’ executor, trustee, successor, or co-trustee, please use The Chicago Trust Company, N.A.
HOW WE HELP YOUR CLIENTS
HOW WE HELP YOUR CLIENTS
Personal and Corporate Trustee Services
Estate Settlement
Custody and Escrow Services
Land Trusts
Trust Services for Investment Managers
TRUSTED FINANCIAL
ADVICE SINCE 1931
SUPPORTING OUR
NEIGHBORHOODS
STRONG AND DIVERSE
LEADERSHIP
