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Wealth Management with The Private Bank

Your goals. Our solutions.

The Private Bank offers comprehensive wealth management services. Partner with an advisor who will take the time to understand the aspirations you have for your wealth and build a roadmap to get you there.

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Wealth Management Webinars

Courageous Conversations: Facilitating Difficult Family Discussions

During this Perspectives webinar our team shared their insights and suggestions for initiating and planning challenging family conversations. If you missed the live webinar, a replay is available.

We’re also pleased to share a video titled “Redefining Wealth,” featuring one of the webinar’s speakers, Dave Specht from the Drucker School of Management.

View all past Perspectives wealth management webinars from The Private Bank.

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View “Redefining Wealth”

Recent Articles - Perspectives on Wealth Management

Article

Inherited IRA rules: cutting through the confusion

6 minutes

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Market Commentary – Q4 2022

8 minutes

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Behavioral Finance: Six Common Investing Mistakes and How To Avoid Them

23 minutes
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Your unique story

The one thing all of our clients have in common is that they are all unique. We will create a wealth strategy specifically tailored to you.

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Wealth management for individuals & families

Many individuals and families have substantial liquid assets, either selfcreated or through inheritance. Additionally, there are often complex family dynamics and generational differences to navigate if you have family wealth or have future heirs to consider. Count on our expertise to guide you and your family.

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Exceptional women

Women often have different ambitions for their wealth than men. That is why The Private Bank is dedicated to really listening to the unique needs of our female clients to help you achieve your version of financial success.

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Business owners

Whether your business is family-owned or an enterprise you created, it can be a tremendous source of pride and something you may view as your personal legacy. For these reasons, succession and transition issues of the business may be top of mind. We can help.

Specialized wealth management solutions

Corporate executives

You likely value advice and services that will save you time. You may have concentrated positions in your company along with sophisticated compensation structures that require a partner that can help navigate this complex terrain.

Professional service firms

Whether you are part of a law, medical, or CPA firm, you may find that your financial matters impact both your business and personal objectives. You benefit from a partner who understands the intricacies of your industry.

Non-profit organizations

You need comprehensive services that integrate your organization’s goals with your cash flow, accounting, legal, and reporting requirements. Let us help your mission-based organization fulfill its vision and values.

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The Private Bank

Build a financial partnership to last a lifetime.

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Tailored solutions

Personal, customized wealth management services to help you achieve your goals.

Wealth Planning

Investments

Risk Management

Trust and Estate Services

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Perspectives - Wealth Management Resources

Insights and information across a range of topics, from market commentaries and sector updates, to advice-driven articles on wealth management strategies and other topics of interest.

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Investment management services offered by MUFG Union Bank, N.A. in conjunction with its subsidiary, HighMark Capital Management, an SEC-registered investment adviser.  Brokerage and investment advisory services offered by UnionBanc Investment Services LLC, an SEC-registered broker-dealer, investment adviser, member FINRA/SIPC, and subsidiary of MUFG Union Bank, N.A.  Insurance services offered by UnionBanc Insurance Services, a division of MUFG Union Bank, N.A., having a California domicile and principal place of business at 1201 Camino Del Mar, Suite 208, Del Mar, CA 92014.  California State Insurance License No. 0817733. Non-deposit investment and insurance products: • Are NOT deposits or other obligations of, or guaranteed by, the Bank or any Bank affiliate • Are NOT insured by the FDIC or by any other federal government agency • Are subject to investment risks, including possible loss of the principal amount invested • Insurance and annuities are products of the insurance carriers.