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Transferring Wealth

The 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
Our specialized wealth-planning professionals can also help create comprehensive plans that take into account current income and liquidity needs, all while seeking strategies to transfer your wealth to future generations or charitable organizations. Our advice focuses on helping you achieve your goals.
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