A Holistic Approach To Financial Solutions
Our clients often have multiple service providers that serve important roles in supporting the family’s goals. While each of the providers are subject matter experts, it is essential your team takes a comprehensive approach to ensure optimal results.
From expert wealth management and trust services to insurance programs and concierge-caliber Private Banking, we are here to help plan, build and manage your wealth.
One United Network
Banking
Our clients often have both personal and business banking requirements and have come to expect these needs to be fulfilled quickly and on an integrated basis. As your quarterback, your wealth strategist will work closely with our banking partners to ensure your balance sheet works effectively for you. Our banking partners possess proven experience in working with sophisticated clients, while offering unsurpassed personal responsiveness to our clients’ timelines and needs.
Our banking team members can provide:
- Commercial banking
- Mortgage, home equity, and construction solutions
- Personal lines-of-credit
- Specialty credit solutions
- Securities-based lending solutions
Comprehensive collaboration
Trusted Partners
Our Wealth Strategist work in lockstep with your existing providers to help offer solutions that address your entire financial picture. We always sit at the same side of the table as our clients to ensure their best interests are realized and all key players are involved.
CPA
- Tax Organizer Coordination
- Tax Estimate and Payments
- Tax Strategy Planning
Accountant or bookkeeper
- Consolidated Financial Statement Reporting
- Cash Flow Management Coordination
Estate Planning Attorney
- Drafting of estate and trust documents
- Aligned Estate Planning Strategy that supports stated legacy goals
- Digital organization of all key legal documents and Executor Checklist
Family or Business Attorney
- Legal Document Review
- Business Succession or Exit Coordination
- Drafting of ownership and entity documents
Insurance Agent
- Property & Casualty Risk Analysis
- Life Insurance Review
- Estate Planning Strategies for Ultra High Net Worth Clients
Philanthropic Specialist
- Maximize the impact of your charitable giving
- Develop a philanthropic mission statement and strategic plan
- Coordinate timing of gifts to have the largest tax impact
Legacy Stewardship
Trust
Trusts can be an important solution within your overall financial plan and may help you protect assets during your lifetime, or ensure wealth is transferred after your death according to your expectations. Certain trusts can provide effected tax and estate planning compliments to your plan as well.
As your partner, your wealth strategist will help you determine the types of trusts necessary to achieve your goals and will work with your attorney to draft and complete the necessary documents. Our Bank provides local, high-touch trust and estate planning services, or should a client require a national trustee relationship, we have long-standing independent partners that can step in.
Our Trust and Estate Planning team members can provide:
- Corporate trustee services
- Executor and estate settlement services
- Administration of trusts
- Custodial and escrow services
- Guardian for estate services
A Proven, Flexible Philosophy
We strive to passionately provide highly skilled advice and planning with a well-integrated investment program.