HOW THE PRIVATE BANK CAN HELP
Assist in setting target return and risk parameters, provide asset allocation recommendations, and recommend rebalancing or other necessary adjustments.
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.
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.
Establish retirement income needs, review investment strategies, and determine an optimal withdrawal strategy.
Review existing tax returns to identify tax-saving opportunities and prepare multiyear income tax projections.
Determine needs, identify appropriate funding vehicles, and develop a systematic savings plan.
Review current insurance coverage, assess capital needs of successors, and provide objective recommendations for coverage.
Union Bank, N.A. All rights reserved. Member FDIC.
Equal Housing Lender