Your Legacy. On Your Terms.
Preparing for the future includes telling the story of your enduring legacy. At Hilliard
Lyons Trust Company, we offer a broad array of customizable trust solutions to help you
build, protect and distribute your wealth – on your terms. Whether you’re setting up a
trust that provides wealth for the next generation, or creating a fund for all your
philanthropic efforts, our Trust Officers and Estate Planners will design a plan
tailored around the future you choose.
Personal Trust Services
Estate Planning
Our estate planners help you explore customized solutions that safeguard
your assets, avoid unnecessary taxation, and help ensure your estate
provides long-term financial support and peace of mind for loved ones
and the causes you believe in. Your estate planner coordinates with you
and your attorney to develop and implement strategies to help protect
and distribute your wealth – on your terms.
Trust and Estate Services
Our trust and estate services team helps ensure that your wishes are
carried out and that your loved ones or charities are provided for as
you planned. Working with you and your family, our trust and estate
officers provide budgeting and cash flow support within the parameters
of your legal documents.
Investment Management
Leveraging our proprietary “Core and Satellite” approach and long-term
holding philosophy, your portfolio manager can help you build an
investment portfolio that maximizes the return potential of your assets
and helps you reach your wealth goals.
Investment Management For Institutions
Our experienced Portfolio Managers work with institutions and non-profit organizations to leverage our proprietary investment strategies including our long-term holding philosophy, to build a strong, carefully managed investment portfolio that helps you reach your institution’s financial objectives.
Insights & Publications
Don't Base Investment Decisions on The News Of The Day
The Return of Stock Market Volatility
Tax Act Offers Estate Planning Opportunities
Yes, You Do Need an Estate Plan – Even If You’re Not Rich
When learning that a newspaper had printed his obituary, Mark Twain quipped, “Reports of my death are greatly exagger...
Expert Advice. Always Within Reach.
Our trust experts are always accessible, providing you with the hands-on support you
need to create your unique legacy. Working with your local Wealth Advisor, you always
have access to your estate planner, trust officer, and portfolio manager for the
skillful guidance, cutting-edge tools, and resources that can help you reach your
financial goals, define your legacy, and plan for generations.
Louisville, Kentucky
500 W. Jefferson St, Suite 700 Louisville, KY 40202.
Hilliard Lyons and Hilliard Lyons Trust Company Headquarters.
Hilliard Lyons and Hilliard Lyons Trust Company Headquarters.
Evansville, Indiana
110 Main St., Evansville, IN 47708
Trust services provided locally, all other services provided by our corporate headquarters.
Trust services provided locally, all other services provided by our corporate headquarters.
Cincinnati, Ohio
312 Walnut Street, Suite 3120, Cincinnati, Ohio 45202
Trust services provided locally, all other services provided by our corporate headquarters.
Trust services provided locally, all other services provided by our corporate headquarters.
Hilliard Lyons Trust Company