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Financial Management for Non-Profit Organizations

Non-profit organizations need comprehensive services that integrate the organization's goals for asset preservation or growth with its cash flow needs and accounting, legal and reporting requirements.

As the leader of a mission-driven organization, you understand how important financial planning is to managing near- and long-term objectives. As a client of The Private Bank, your non-profit organization can access a complete range of specialized services designed to help you achieve your goals, including: We also offer specialized solutions for business owners and corporate executives.
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Wealth Planning
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A strategic wealth plan to help you achieve what is important to you.