Welcome to The Private Bank, Palo Alto

Realize a Better Path Forward. We combine experience and insights to enable our clients to see their financial future in new ways.

Realize a Better Path Forward

We combine experience and insights to enable our clients to see their financial future in new ways.

We invite you to schedule an appointment at 650-752-0492

We are located at 301 University Avenue

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:

  • Wealth Planning
  • Investment Management
  • Family Dynamics
  • Deposit and Cash Management Services
  • Custom Credit Strategies and Solutions
  • Trust Services
  • Specialized Wealth Services, such as Philanthropic Services, Business Advisory Services, Real Estate Asset Management, and Estate Services

Our Commitment to the Community

The Private Bank is proud to be a part of Wells Fargo in the San Francisco Bay Area, where it invested $3.3 million in San Mateo and Santa Clara county schools and nonprofits in 2016.1




1 Source: Wells Fargo, August 2017.