Amy Stiglic, CTFA

Amy is the director of private client advisors for Commerce Trust. She provides leadership and management of the Private Client Advisory group in Kansas City in addition to handling key client relationships. She and her team are responsible for providing clients with personalized objective advice and oversight across all of our services, including trust administration, financial advisory services, private banking and investment management.

Tax-Efficient Estate Planning Strategies

 
For high-net-worth individuals and families, maximizing what you have earned often requires taking steps to minimize your tax liability. Explore the insights  from the Private Wealth Management team at Commerce Trust to learn about different types of trusts and their tax benefits, tax-efficient ways to give gifts to family, and charitable giving strategies that may lower your tax liability.

 

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