Business Banking
Manage cash flow, mitigate risk, and strategically invest with business banking solutions encompassing both traditional commercial banking and alternative specialty finance options.
Commercial Banking
Treasury Management
Commercial Lending
Company Retirement Plans
SBA Lending
Specialty Finance
Equipment Finance
Asset-Based Lending
Accounts Receivable Financing
Floorplan Financing
Private Wealth
Protect the long-term health of your family’s financial future.
Financial Planning Services
Investment Management
Trust & Estate Administration
Private Banking
Brokerage Services
Consulting For Banks
Make strategic investment and asset liability decisions with a partner that knows how to ask the right questions.
Investment Portfolio Services
Asset Liability Management (ALM)
ALM Process Validation

Private Wealth›Financial Planning Services

Transferring My Wealth

Preserve your values and beliefs and plan a lasting legacy.

Create a wealth plan with a purpose

As a person fortunate to have accumulated considerable wealth, you may be considering how to leave a lasting contribution for your family, for your community and for the causes you support.

Our team helps you create a thoughtful plan to empower those you care about long after you are gone.

Ensure Your Legacy

Of primary concern when creating a wealth plan are the details surrounding transferring your wealth and estate to your children, loved ones, and important causes. Your Private Wealth banking expert will help you answer questions so you can make these important decisions.

Explore Your Options

Whether you are planning to transfer your estate to your heirs, create a family foundation, or donate to your favorite charity, your financial advisor will explore every opportunity to make an impact with your wealth.

Build Your Plan

Work alongside your legacy planning team to devise a wealth transfer plan that accounts for your wishes and ensures your family is easily able to enact your wishes after you are gone.

Make the Value of Your Legacy Last

Planning your legacy goes beyond your family role. It also looks at your passions, purpose and priorities. Choose a Private Wealth expert who understands who you are as an individual and is dedicated to helping you protect what matters most.

Start The Conversation

Protect The Next Generation

With careful welfare transfer planning you will ensure that your spouse and children are protected from the burdens of a significant inheritance.

Take care of important paperwork

Having the proper estate planning documents gives you control over your assets and can help your family make easier decisions.

Find Tax-Efficient Wealth Transfer Solutions

Our team will evaluate all tax implications and periodically review your wealth transfer plan to align with your current and future goals.

Fulfill your Philanthropic Wishes

You may want to use your wealth to support a cause you believe in. Choose a charitable giving vehicle that gives you the level of control you want over your assets.

Wealth Transfer Planning Matters

Empower those you care about.

You worked a lifetime to create and accumulate enough wealth to last for generations to come. You deserve a Financial Planning expert who prioritizes your individual wishes and builds a wealth transfer plan that aligns with your beliefs.