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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 goals and objectives and develop recommendations to help 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. We can also make recommendations regarding trusts and other structures that can help preserve your wealth###DISCLAIMER:2_0 Trust###.

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:UBIS - 3 bullet points inline### and UnionBanc Investment Services###DISCLAIMER:2_0 UBIS 2 - Investment Management and Brokerage###, you have access to an array of investment resources.
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