At The Private Bank, we understand that wealth management is not just about managing money, but also about the meaning of money, your money values, and the goals you have around money for your family. Our advisors can help your family engage in essential conversations surrounding shared values, the preparation of heirs, and family decision-making processes.
What is Family Wealth and Culture Services?
Family Wealth and Culture Services recognizes the unique aspects of money and its meaning to you as a family. Our capabilities help you uncover and address the why behind your money goals and financial plans.
Managing wealth in its full context
We provide you with advice and common practices tailored to your family's unique culture and specific money goals. Topics include:
- Family and Business History
- Family Dynamics, Education, and Governance
- Strategic Philanthropy
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The "Why" Behind Your Wealth
Strengthen relationships, enhance communication, and clarify your values for a strong wealth plan.
The when, what and how of talking with adult children about family wealth
When to Transfer Wealth
Hear from Head of Advice and Planning, Michael Liersch, as he talks about transferring wealth when it can make the most difference.
