Your aspirations for your wealth are our starting point.
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.
Webinar Replay
Pending Legislation and Insurance Planning: What You Need to Know Now
During our recent client webinar we explored how potential legislation could make insurance planning for higher-net-worth individuals, families and small businesses more critical than ever.
If you missed the webinar, a replay is now available.
Recent resources for insurance planning
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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.
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.
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.
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.
Tailored solutions
Personal, customized wealth management services to help you achieve your goals.
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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.
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.