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Wealth Planning Services 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.

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Business owner - Wealth planning client

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 wealth 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 wealth 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.

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The Private Bank

Build a financial partnership to last a lifetime.

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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.

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