We understand that as a senior executive or business owner, your requirements will be many and varied. That’s why we take time to develop a deep understanding of your aspirations and goals so that together we can achieve the best solutions for you and the people you care about, understanding that:
- A large percentage of your wealth may be held in illiquid assets, restricted stock or stock options
- A demanding schedule may prevent you from creating a comprehensive wealth strategy
- An ever-changing tax environment may make it difficult for you to mitigate your tax burden and take advantage of current legislation
- You may be working towards a business exit and benefit from the introduction of professionals who will aid in the preparation and execution of your business sale
Whether you are investing in a growing business, drawing near a trade exit or funding a development project, your Private Banker will advise you of the best options available. You will benefit from:
- A single, consistent point of contact for your banking, wealth planning and investment needs
- Practical and clear tax planning
- Online and mobile banking
- A fair, honest and transparent fee structure
- Network of business coaches, lawyers and tax advisers ready to assist
- Introduction to existing clients and like-minded individuals
- Estate planning incorporating the most efficient ways to pass your wealth to the next generation
- Access to our full suite of services including Chartered Wealth Planners and our Investment Management and Commercial Banking teams
