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Wealth Management

Whether you are growing or preserving assets, building or selling a business, or creating a lasting legacy, The Private Bank wants to be your financial partner for life.

As you accumulate assets, the complexity of your financial life increases. At The Private Bank, we have specialized solutions designed to respond to your needs and those of your business. We also have dedicated teams that understand the unique requirements of law and CPA firms, medical practices, and nonprofit organizations. Our relationship managers will engage you in a dialogue that concentrates on your goals, concerns, and preferences. And we will work with your other advisors to help ensure all of your strategies are aligned.

Whether you are building wealth, preserving what you have built, or transferring your legacy to future generations, The Private Bank can help.
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At a time that is convenient for you.

Wealth Planning
Wealth Planning
A strategic wealth plan to help you achieve what is important to you.
Our subsidiaries offer flexible solutions and tailored advice for your investment needs.
Trust Services
Trust & Estate Services
Solutions to protect your legacy.