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Preserving Wealth

We recognize how hard you have worked to build your wealth. We also recognize the complexities that can be associated with significant assets and the challenges of preserving what you have built.

Our relationship managers will work with you to understand your short and long term goals and develop smart strategies to help you achieve them. Developing a comprehensive wealth plan can help you:
  • Balance your asset preservation goals and risk tolerance against your need for income or asset appreciation
  • Manage trusts and other structures to preserve your wealth###DISCLAIMER:2_0 Trust###
  • Potentially decrease your tax liability
  • Use credit strategically and advantageously
Whether you seek full portfolio management or access to brokerage services to implement your investment strategy, our relationship managers can introduce you to professionals who can assist you. Through Union Bank's investment advisory and brokerage subsidiaries, HighMark Capital Management###DISCLAIMER:2_0 UBIS Highmark Combined Long### and UnionBanc Investment Servicest###DISCLAIMER:2_0 UBIS Highmark Combined Long###, you have access to an array of investment resources.
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