Country Club Trust

What Country Club Trust does

Country Club Trust Company is a Kansas City-focused division of First National Bank of Omaha that provides wealth management, trust administration, family wealth planning, and institutional investment services. It serves affluent individuals and families, trust and estate clients, and institutions including nonprofits, charitable foundations, endowments, and businesses. Its core offerings include customized portfolio and financial planning, corporate trustee and estate administration, multigenerational wealth and charitable planning, and institutional asset allocation, discretionary management, custody, and performance reporting.

The firm distributes its services through dedicated wealth advisors and trust officers, local offices across Missouri and Kansas, referrals from clients and professional advisors, educational content, and secure digital account access. Its disclosed technology consists of FIS Global systems including TrustDesk, Client Point, and Wealth Access for trust, account-management, custody, and reporting functions. No public API, SDK, webhook integration, or proprietary AI capability is disclosed, indicating reliance on standard financial-services infrastructure rather than a documented proprietary technology platform.

Country Club Trust generates revenue from recurring wealth-management and advisory fees based on assets under management and service complexity, as well as recurring trust fees based on assets administered and services provided. Pricing is quote-based and not publicly disclosed, while distribution remains primarily sales-led and relationship-based. As a private division whose results are consolidated into FNBO, standalone revenue, client concentration, and unit economics are not publicly visible.

Name

Country Club Trust

Legal name

Country Club Trust Company, a division of First National Bank of Omaha (FNBO)

Website

https://countryclubfinancial.com

Company type

Private

Founded year

1953

Operating status

Operating

Headcount range

1–10 employees

Short description

Country Club Trust, an FNBO division, provides wealth management, trust administration, family wealth planning, and institutional investment services to individuals, families, nonprofits, foundations, endowments, and businesses in the Kansas City region.

Ownership category

akta.pro rank

Product category

Wealth Management and Trust Services

NAICS

Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592), Portfolio Management and Investment Advice (523940)

akta.pro primary industry

Personal & Family Trust Services (FSAAANAA)

akta.pro secondary industries

Trust Administration & Fiduciary Accounting Services (FSAAANAF), Corporate Trust Services (Trustee, Agent & Escrow Roles) (FSAEAKAB), Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Directed Trust & Trust Advisory Services (FSAAANAK)

Keywords

• Wealth management services
• Trust administration
• Family wealth planning
• Institutional investment management
• Fiduciary financial services

Headquarters

HQ city

Kansas City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D

Revenue model

1. Wealth Management & Advisory Fees: Fee-based wealth management services including investment management, financial planning, and advisory services. Charges based on assets under management (AUM) and service complexity.
2. Trust Services: Corporate trustee services including trust administration, estate management, and fiduciary services. Revenue from trust fees based on assets administered and services rendered.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Country Club Trust Company, a division of First National Bank of Omaha (FNBO), provides fiduciary wealth management, trust administration, family wealth services, and institutional investment solutions to high-net-worth individuals, families, nonprofits, foundations, and endowments in the Kansas City metropolitan area. Services include customized investment portfolio management, financial planning, retirement planning, trust and estate administration, charitable giving planning, asset allocation, investment policy statement development, discretionary management, and custody services.

Product overview

Country Club Trust Company, a division of First National Bank of Omaha (FNBO), operates as a Kansas City-focused wealth management and trust firm offering four core service lines: Wealth Management Solutions, Trust Solutions, Family Wealth Solutions, and Institutional Investment Solutions. The company provides integrated financial planning, investment management, trust administration, and estate services delivered through a team of experienced professionals. As a fiduciary, the firm puts client interests first, offering personalized financial strategies for individuals, families, and institutional clients including nonprofits, foundations, and endowments. The company also publishes Economic Insights and Financial Education content through its Knowledge Center.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Solutions Comprehensive wealth management services including customized investment portfolio management, financial planning, insurance review, trust and estate services, and tax-efficient strategies for individuals and families seeking personalized fiduciary advice.
• Trust Solutions Corporate trustee services providing trust and estate administration, fiduciary management, asset distribution, tax return preparation, record-keeping, and beneficiary education to preserve client legacies across generations.
• Family Wealth Solutions Generational wealth guidance and financial planning for multigenerational families, including custom investment portfolio management, trust and estate services, charitable giving planning, private banking, external advisor coordination, and legacy planning.
• Institutional Investment Solutions Investment management and consulting for nonprofits, charitable foundations, endowments, and business clients, including asset allocation, investment policy statement development, discretionary management, custody, and performance reporting.

Named customers4 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core.

• Northland Capital Markets (formerly The Capital Corporation)coreStrategic or Co-development PartnerA division of Northland Securities, Inc., providing investment banking and consulting services to financial institutions. Focuses on mergers, acquisitions, divestitures, bank valuations, and strategic ownership planning for community banks. Successfully led over 350 individual bank and branch sale transactions since 2001.
• Northland BancPathcoreStrategic or Co-development PartnerAsset liability management and interest rate risk management consulting for community banks. Provides CECL calculators, loan builders, bond analytics, and drill-down reporting tools. Trusted consultants for improving bank profitability.
• Northland Fixed IncomecoreStrategic or Co-development PartnerFixed income strategies and support for banks, corporations, and financial institutions since 1985. Products include U.S. Federal Agency Securities, Collateralized Mortgage Obligations, Agency MBS, Tax-Exempt Municipal Bonds, and investment accounting services.
• First National Bank of Omaha (FNBO)coreOthersCountry Club Trust Company is a division of First National Bank of Omaha (FNBO). FNBO is a family-owned bank with 168-year heritage. Provides expanded resources and capabilities while Country Club Trust maintains local decision-making and community focus.

Scale indicators2 records

Recent moves4 records

Expansion highlights5 records

Market position

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/countryclubbank
• YouTubeyoutube.com/user/countryclubbank
• Facebookfacebook.com/ccbcommunity
• LinkedInlinkedin.com/company/country-club-financial-svc
• Instagraminstagram.com/countryclubbank/?h1=en

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Country Club Trust