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You didn't get here by being like the rest — so your wealth plan can't be like the rest.

Crafting a plan around your life, tailored to you, your family and your goals — that’s the level of attention your wealth deserves.

We start every Private Banking relationship the way relationships start: We talk. We get to know each other. We ask questions. We want to find out what’s important to you and your family, so we can craft the right solutions, tailored to your priorities.

Our Private Banking group serves successful individuals, families and family offices, offering personalized services and solutions to help you grow, protect and transfer your wealth — the way you envision.


Insights for Families & Individuals

Inherited Money? Here's How to Manage it so it Lasts

Understanding the nuances of managing significant wealth can be completely overwhelming. But if you want to make your inheritance last, detailed planning is required.

 

 

Californians Adapting to New Property Tax Rules

Numerous laws have been enacted in recent decades that mandate property tax rules in the Golden State. The most recent – Proposition 19 – went into effect Feb. 16, 2021. Here's what you need to know.

5 Tips for Handing Down Your Wealth

You've spent a lifetime building your estate. Now it's time to decide how it will be distributed.