We invite you to schedule an appointment at 650-752-0400
We are located at 301 University Avenue, Palo Alto, CA 94301
Parking: 2-hour street parking or 3-hour garage on Bryant Street
Working with Us
We offer a team-based approach that starts with understanding our clients' needs and developing a plan to help them meet their financial goals.
Clients benefit from:
- Custom financial analysis, personalized advice, and comprehensive wealth planning
- Relationship pricing and discounts
- Assistance, where and when they need it, through The Private Bank Service Team
- Our latest thinking: market commentary insights, webcasts, and special reports
- Access to exclusive events
Our Capabilities
Our goal is to provide high-net-worth individuals and families with personalized wealth management solutions, including:
- Advice and Planning
- Investment and Asset Management
- Family Wealth and Culture Services
- Private Banking
- Fiduciary and Trust Services
- Philanthropic Services
