Local scale, national power The Chicago Trust Company is a local firm with deep Chicagoland ties but powered by a national association, enabling scalable trust services nationwide. This presents a sales opportunity to position partnership with Wintrust Financial Corporation as a bridge to national capabilities for larger institutional clients seeking trusted estate planning and fiduciary services.

Growth through retirement assets Recent news indicates a substantial addition of retirement plan assets (about $2.6B with 40,000+ participants and 200 plan sponsors) via OneDigital, signaling a rapid expansion in retirement services. This creates targeting opportunities for bundled wealth and retirement consulting, including enhanced fiduciary oversight and plan governance solutions.

Digital trust solutions The tech stack includes digital ad platforms and governance tools (The Trade Desk, Google Ads, OneTrust) suggesting ongoing digital marketing and compliance initiatives. Sales opportunities exist to offer advanced digital client onboarding, secure documentation workflows, and compliance automation for high-net-worth trust clients.

Leadership continuity Trust leadership appointment in 2020 with Mary Ann Korenic and ongoing executive direction imply a stable growth trajectory and a focus on scalable trust services. This provides a window to position premium outsourced trust and estate services, personalized client engagement, and cross-sell of additional wealth management offerings.

Market positioning As a local firm with national powers and exclusive trust provider for Wintrust community banks, The Chicago Trust Company differentiates on local service with national capabilities. Sales teams can target community bank clients and mid-market families needing sophisticated trust solutions, while leveraging the Wintrust brand to accelerate trust adoption and referrals.