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Wealth Management for Executives

As an executive, you understand the importance of managing a successful enterprise. Yet finding time to focus on personal finances can be challenging. At The Private Bank, you'll find professionals ready to provide access to a wide range of financial solutions to help you execute your financial plan, including:
  • Investment management  provided by our investment and brokerage subsidiaries, High Mark Capital and UnionBanc Investment Services, with access to an inclusive array of investment resources
  • Estate-planning strategies to help you develop a tax advantaged wealth transfer plan
  • Integrated wealth planning services, addressing both personal and business goals
  • Management of stock options and concentrated positions
  • Foreign exchange capabilities to provide effective portfolio diversification
  • Commercial banking and lending services and solutions tailored to your specific situation
  • Analysis of your insurance  needs to help protect your assets and estate
We also offer specialized solutions for business owners and professional service firms like law firms and medical practices.
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At a time that is convenient for you.

Trust Services
Trust & Estate Services
Solutions to protect your legacy.
Wealth Planning
Wealth Planning
A strategic wealth plan to help you achieve what is important to you.