Diane Steinkamp Vice President, Privately Held Investment Manager

Diane is the privately held investment manager for Commerce Trust where she manages a team of closely held business advisors. She is responsible for privately held investment pre-acceptance evaluations, overseeing valuation of privately held businesses and business interests held in a fiduciary or custodial capacity, and implementation of compliance procedures. Diane joined Commerce in 2021. Prior to joining Commerce Trust, Diane was a senior associate at Clayton Capital Partners, portfolio process lead at Monsanto and project manager at Anheuser-Busch, Inc. Diane received her Bachelor of Science degree in general engineering from the University of Illinois at Urbana-Champaign and her Master of Business Administration from Washington University in St. Louis. She is a member of the Olin Alumni Board at Washington University in St. Louis and member and past president of Industrial and Enterprise Systems Engineering Alumni & Advisory Board at the University of Illinois.

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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