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Trust Services and Estate Planning with The Private Bank

Specialized solutions to protect your wealth

Whether you’re the steward of family assets or want to protect the wealth you’ve worked hard to build, our dedicated trust and investment management professionals can help.

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Your legacy. Your partner.

Rely on our team of professionals to understand the intricacies of your complete financial picture, no matter how complex. To ensure we help fulfill your wealth ambitions, we utilize a proprietary approach called the LIFE Wealth Cycle℠. Through this we gain a deep understanding of what’s important to you, and develop strategies to help reach your goals.

Trust Administration

Throughout your lifetime and across generations, The Private Bank administers personalized, tax-efficient strategies designed to manage your assets according to your wishes. Working closely with you and your other advisors, our trust specialists can help you navigate, manage or implement a trust you and your family can feel confident about.

  • Revocable Trusts: Established during your lifetime, a revocable trust allows you or your trustee to manage your assets according to your wishes.

  • Irrevocable Trusts: Often used for estate and tax planning reasons, a grantor makes a transfer of assets that cannot be revoked to a trust held for the benefit of another person.

  • IRA Trusts: A trust that is named as beneficiary of a deceased owner’s IRA in order to maintain control over the inherited IRA assets.

  • Testamentary Trusts: Established at death by your will, a testamentary trust allows you to transfer your assets to a trustee who manages them according to your instructions.

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Estate settlement services

Executing your wishes in your estate plan is a delicate and complex responsibility. When you choose The Private Bank as your executor, successor trustee or co-trustee, your family and heirs can rest assured they’ll have access to the knowledge and experience required to settle your estate efficiently, professionally, and impartially.

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Charitable giving and philanthropic services

Your gift to a qualified charity can offer potentially significant income and estate tax advantages while supporting the work of organizations you care about. Our trust specialists can help you design and implement a charitable giving program that meets the strategic goals of your estate plan. These may include charitable trusts, family foundations or donor advised funds.

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Private foundation grants

The Private Bank at Union Bank is dedicated to helping private foundations with customized services including fiduciary administation, investment management and grant-making support. To better serve these foundations, we aim to help non-profit organzations identify appropriate grant resources that may be available. To learn more, visit our Online Portal for Private Foundation Grants.

Specialty asset management

Working closely with you and your advisors, our trust specialists coordinate the management of your specialty assets with your traditional investments to help meet your objectives. Our team of industry specialists at The Private Bank have the expertise needed to handle the complexities of specialty assets you hold in trust.

  • Real Estate Management: Experience managing retail, multi-family, residential, commercial and industrial properties.

  • Closely-Held Businesses: Capabilities to handle the complexities of private business interests.

  • Mineral, Oil, and Gas Interests: Specialists providing oversight and management of these unique interests.

  • Loan Management: A specialized group of trust professionals with proficiency in loan management.

  • Intellectual Property: An experienced team specializing in the nuances of intellectual property assets.

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The Private Bank

Build a financial partnership to last a lifetime with trust services and estate planning solutions from The Private Bank.

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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. Investments employing managed strategies: • 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.

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