Transferring WealthThe Private Bank can help you align your wealth with your personal goals for family, business, and charity.
Your relationship manager along with a team of specialists in wealth planning, risk management, fiduciary services, and investments, through our brokerage and investment advisory subsidiary UnionBanc Investment Services,###DISCLAIMER:2_0 UBIS Highmark Combined Long### will work with your outside advisers to create a comprehensive plan that helps:
- Ensure your wishes are carried out now and across future generations
- Transfer your wealth in a tax-efficient manner
- Guide and document how you would like assets divided among your beneficiaries
At a time that is convenient for you.Schedule