Financial Management for Non-Profit OrganizationsAs 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:
- Management of Funds -- Cash management, financing, and short-term investment solutions
- Portfolio Management and Investment Services###DISCLAIMER:2_0 HighMark- Default Version Short###,###DISCLAIMER:2_0 UBIS### -- Comprehensive portfolio management from our investment subsidiaries to address both long- and short-term goals
- Philanthropic Services -- Administration of charitable and donor-advised trusts
- Management of Unique Assets -- Including real estate; mineral, oil, and gas interests; closely held business interests; and other specialized assets
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Trust & Estate Services
Solutions to protect your legacy.
A strategic wealth plan to help you achieve what is important to you.