Wealth Planning with The Private Bank

Build, preserve, and transfer your wealth

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

Connect with The Private Bank
This is an image of a businessman

Strategic. Collaborative. Personalized.

At the center of every wealth plan is our proprietary process called the LIFE Wealth Cycle℠ through which we Listen, Interpret, Formulate, and Evolve to create a customized plan for your specific needs. We’ll guide you through the process and deliver a complete assessment and recommendations to help you achieve your short- and long-term objectives.

Customized Wealth Planning capabilities

Assessing your planning needs

To ensure your planning needs are addressed, our analysis is organized around ten key wealth management considerations that we call the Building Blocks of LIFE. This thoughtful and deliberate structure helps us determine if there are any gaps in your current strategy and helps us determine the most appropriate level of planning required.

The Building Blocks of LIFE

The Building Blocks of LIFE are ten key wealth management considerations that we use to ensure a comprehensive assessment of your current financial situation. They include:

Assets & Liabilities • Income & Expenses • Retirement • Investments # • Insurance # • Estate Planning • Income Tax Planning • Legacy Planning • Business Planning • Executive Compensation

Personalized planning

After an initial assessment of your individual financial situation, your Private Bank team will work with you to determine the wealth planning strategy that is most appropriate to help you achieve your goals. We offer a wide range of solutions to meet a variety of needs, from foundational requirements like retirement planning, to the unique planning needs of ultra-high net worth families and business owners.

Get in touch with

The Private Bank

Build a financial partnership to last a lifetime.

Connect with The Private Bank

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.

Connect with The Private Bank
You’re leaving Union Bank

By clicking on the link below, you will leave the Union Bank website and enter a privately owned website created, operated, and maintained by another unaffiliated business. By linking to the website of this private business, Union Bank is not endorsing its products, services, or privacy or security policies. If you accept third-party goods or services advertised at our website, the third party may be able to identify that you have a relationship with us (for example, if the offer was made only through our site).

The information that this private business collects and maintains as a result of your visit to its Web site, and the manner in which it does so, may differ from the information that Union Bank collects and maintains. (Refer to the Privacy & Security section for privacy protections Union Bank provides to its Web site visitors). If you provide the business with information, its use of that inforation will be subject to that business's privacy policy. We recommend you review their information collection policy, or terms and conditions to fully understand what that business collects. We are not responsible for the information collection practices of the other Web sites that you visit and urge you to review their privacy policies before you provide them with any personally identifiable information.

If you wish to continue to the destination link, press Continue.