You have dreams. Goals you want to achieve during your lifetime and a legacy you want to leave behind. The Private Bank can help. We believe that managing wealth goes well beyond providing financial services. It's about helping you focus on living a more fulfilling life by contributing ideas and innovation that can help make your financial goals and dreams a reality.

As a client of The Private Bank, you will work with a relationship manager who, in partnership with our highly experienced wealth specialists, will help you navigate the complexities that wealth can bring. They will work to put a plan into action to address your specific priorities and needs, while addressing any gaps in your current financial plan. Together, they will deliver customized solutions across our five key wealth management disciplines.

  1. Wealth Planning
  2. Investments1
  3. Risk Management1
  4. Trust & Estate Services
  5. Private Banking

Or have us contact you at a time that is most convenient

The Private Bank offers a full spectrum of wealth management capabilities to suit your specific needs and goals.
Wealth Planning
Investments1
Risk Management1
Trust & Estate Services
Private Banking
Wealth Planning
This is a key part of our client relationships. It provides a road map to help you and your family identify, prioritize, and achieve your goals and dreams. With a wealth plan, you get objective advice and actionable recommendations that we can help implement.
Investments
We provide access to both discretionary investment management and brokerage services through our subsidiaries, HighMark Capital Management, Inc.1 and UnionBanc Investment Services, LLC.1 Discretionary investment management is guided by an experienced portfolio manager who will make investment decisions on your behalf. Brokerage services allow you to work with an experienced advisor while maintaining complete control over your own investment decisions.
Risk Management
Strategies to manage risk are essential to long-term growth and preservation. In addition to providing insurance solutions for estate planning, or asset protection through UnionBanc Insurance Services1, The Private Bank can help you identify and strategically manage risks associated with fluctuation in foreign currencies, interest rates and commodity prices, and equity prices.
Trust & Estate Services
For nearly 100 years, our trust strategists have helped clients fulfill the ambitions they have for their wealth, both during their lifetimes and beyond. Services include trust administration, estate settlement, custody services, charitable and gifting strategies, and management of non-traditional assets, such as real estate and closely held companies, and oil, gas and mineral rights.
Private Banking
Our experienced Private Bankers can help you manage your cash, borrow capital for personal as well as business needs, and quickly access the liquidity you need to take advantage of new opportunities. You will also receive preferred pricing and service reserved exclusively for our Private Bank clients. We welcome the opportunity to discuss how The Private Bank can become your financial partner for life.

Or have us contact you at a time that is most convenient