Rita Buchholz, CTFA

Personal Trust Administration Solutions Consultant

[email protected]

Oak Creek, Wisconsin

Rita has developed broad experience and enriched skills in administering a diverise range of trusts from traditional to Special Needs, Rabbi's and ILITS. Coupled with trust administration, Rita represents a host of skill sets in client relationship management, legal and regulatory compliance, trust operations, wealth management, financial planning, invetment management and estate planning.

In recognizing trust organizations' resource constraints ranging from time-to-talent, FiPar has created a scalable, flexible and customizable offering to meet an ever-growing need for on-demand, specialized expertise, available either part-time or on a project basis, with our Trust Administration program. Trust organizations can now rely on FiPar to boost undercapacity, access specialized skills and gain support in meeting scheduling deadlines.

Rital most recently served as Assistant Director and Manager of Trust Administration for a large insurance-owned trust company where she was responsible for daily consultation with financial advisors, prospects, clients, estate planning attorneys and CPAs regarding trust, tax strategies, planning for non-citizen spouses, decanting and modification of trusts. Previously she served as a real estate sales associate, trust investment officer and manager in the personal trust division of a regional trust company and as an estate planning paralegal with a prominent law firm.

Rita earned her BA in Business Management and Communication at Concordia University, Mequon, Wisconsin. She also earned her Certified Trust and Fiduciary Advisor (CTFA) designation from American Bankers Association (ABA) and is a periodic attendee of the National Association of Estate Planners Council.

Among her industry-wide contributions, Rita has been a regular ABA contributor to updating educational materials for banking, financial planning and wealth management courses and, as a regular contributior, has been personally recognized in the published acknowledements section of the ABA's Principles of Banking 10th, 11th and 12th Editions.