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Financial Planning for Medical Practices

With the busy demands of managing a medical practice, it can be challenging to find time to focus on financial matters. The Private Bank has a team of specialists dedicated to helping medical professionals take care of their business and personal finances with solutions that account for your unique situation and objectives, including:
  • Personalized Relationship Management -- To integrate your professional and personal lives
  • Financing Alternatives -- For equipment, real estate, or practice acquisition
  • Cash Management -- To help ensure efficient collections and controls
  • Portfolio Management and Investment Services###DISCLAIMER:2_0 UBIS 2 - Investment Management and Brokerage### — Through our investment and brokerage subsidiaries, trade on your own behalf or utilize an investment manager
We also offer specialized solutions for business owners and corporate executives.
Locate a Relationship Manager
Find a Relationship Manager
Have Us Contact You

At a time that is convenient for you.

Trust Services
Trust & Estate Services
Solutions to protect your legacy.
Jumbo Mortgages
Jumbo Mortgages
Exclusive options for your primary residence or vacation home.