At The Private Bank, we understand that wealth management is not just about money. Our advisors can help your family engage in essential conversations surrounding shared values, the preparation of heirs, and family decision-making processes.
The "Why" Behind Your Wealth
Strengthen relationships, enhance communication, and clarify your values for a strong wealth plan.
Leadership Perspectives
Katherine Dean, Head of Family Dynamics, shares insights on how families can take an intentional approach to managing the human elements of generational planning.
What is Family Dynamics?
Managing more than wealth
We provide you with custom services, guidance, and actionable solutions for your family’s unique situation. Together, we will explore and address topics that include:
- Family Culture
- Wealth Stewardship Skills Development
- Family Enterprise
- Family Meetings