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Customized Solutions

YOUR CONCERN HOW THE PRIVATE BANK CAN HELP
Asset Allocation
Assist in setting target return and risk parameters, provide asset allocation recommendations, and recommend rebalancing or other necessary adjustments.

Estate Planning
Assist in establishing wealth transfer goals beginning with a review of your current will, trust, and beneficiary designations. Asset ownership and tax implications are also considered to develop an appropriate strategy.

Financial Strategies
Develop and provide analysis of multiyear cash flow and net worth projections. Analyze and make recommendations for managing stock options.

Business Succession Planning
Assist in obtaining business valuation services, analyze alternative transfer and funding strategies, and coordinate with retirement and estate planning.

Retirement Planning
Establish retirement income needs, review investment strategies, and determine an optimal withdrawal strategy.

Tax Analysis
Review existing tax returns to identify tax-saving opportunities and prepare multiyear income tax projections.

Education Savings
Determine needs, identify appropriate funding vehicles, and develop a systematic savings plan.

Asset Protection
Review current insurance coverage, assess capital needs of successors, and provide objective recommendations for coverage.