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Welcome to The Private Bank

Your goals. Our solutions.

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. Wealth planning is a comprehensive process that helps you and your family identify, prioritize, and achieve your specific goals and dreams.

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Upcoming Webinar

The Global Economy, Markets and What to Expect in 2023

As we enter the final quarter of 2022, geopolitical tensions, economic uncertainty and market volatility have many investors longing for sunnier days. Please join us and our panel of experts as we unpack: 

  • What to expect for interest rates and inflation
  • The ongoing impact of the Russia-Ukraine crisis
  • The global energy crisis and lingering supply chain woes
  • How investors can benefit from bright spots in the fixed income market. 

Wednesday, October 19, 2022 at 9:00-10:00 a.m. (PT)

Register now
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Recent Webinar & Checklist

7 Considerations for Year-End Wealth Planning

During this Perspectives webinar our team walked through the key areas to focus on as you conduct your year-end planning. If you missed the live webinar, be sure to catch the replay.

Also available is our year-end wealth planning checklist, to help you determine any important action items you should consider now before the end of the year.

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

View replay
Read checklist

Recent Perspectives articles

Article

Inherited IRA rules: cutting through the confusion

6 minutes

Article

Market Commentary – Q3 2022

8 minutes

Article

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 strategy specifically tailored to you.

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Wealthy individuals & families

Many families have substantial liquid assets, either self-created 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 solutions for executives, professional services, and mission-driven organizations

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

Banking and Lending

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Perspectives

Insights and information across a range of topics, from market commentaries and sector updates, to advice-driven content 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.