At The Private Bank, we understand the challenges faced by corporate executives. We strive to meet your unique needs and goals by providing integrated, multi-disciplinary solutions crafted by a team of experienced professionals.
Through this process, we provide a comprehensive analysis of your overall financial picture — including optimizing the value of your compensation package and corporate executive benefits — and can help you identify and implement the appropriate solutions, services and strategies for your situation.
A personalized approach
Our team-based, integrated approach means experienced specialists deliver across the full spectrum of financial solutions.
We offer private banking, investments, trust solutions and specialized wealth solutions such as estate and philanthropic services. We also develop customized wealth planning solutions and provide corporate executive planning services for your most complex financial issues, including:
- Retirement and cash flow planning
- Compensation and benefits analysis
- Planning for controlled stock
- Stock options planning
- Investments planning and asset allocation
- Single stock diversification
- Estate services and gift planning
- Charitable gift planning
- Insurance planning
- Education funding analysis
We believe that over the years we have developed the right approach to serving you, with highly skilled people who care about our clients, a comprehensive wealth management process, and a guiding philosophy that emphasizes our robust investment platform, financial innovation, and an unblinking focus on serving your best interests.