Providing transition advice before key events occur
Our relationship-based approach to serving your capital needs addresses the key areas of transition throughout the lifecycle of your business.
As you're building and growing your business, we complement your banking and financing services with wealth management advice to ensure that your family, investment, and estate planning objectives are always part of your long-term, holistic plan.
Solutions include: banking, lending, insurance, cash management, investments, custody, entity management, employee benefits.
When it's time to execute your exit strategy from the business, whether you keep it in the family or sell, our goal is to see that your personal finances are aligned to support your lifestyle and provide for your heirs in the future.
Solutions include: exit strategies, short- and long-term investments, cash flow planning, retirement planning.
As you consider your longer-term legacy planning, we'll implement your charitable intents and establish trusts for grandchildren and other heirs.
Solutions include: gifting strategies, educational funds, dynasty trusts, and others.
Talk to us about how we can make it easy for you to plan now for each important stage in the life of your business and beyond.