Hugo Figueira, Private Banker

Hugo is a private banking relationship manager for the Commerce Trust Company. As a member of the private client team and an experienced, tenured private banker, he and his dedicated client support staff are responsible for ensuring each client’s experience with Commerce Trust exceeds expectations. His specific responsibilities include management of our clients’ day-to-day banking, cash management, and credit needs, while also helping them navigate the wide array of our financial services to find the solutions that best fit their circumstances. Hugo joined Commerce in 2004 and previously was a financial advisor for Commerce Brokerage, Inc. Hugo received his Bachelor of Business Administration from Webster University. Hugo volunteers his time at Habitat for Humanity, S.H.A.R.E. Homeschool Association and St. Monica’s Parish.

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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