Managing your concentrated wealth
Is a lot of your personal wealth invested in your business? When it comes to diversification, business owners and corporate executives have unique needs.
Private Business Advisory
Managing the day-to-day operations of your business can leave little time to consider your long-term vision—both for the company and for you. Whether planned or not, all businesses eventually face a transition. At the Private Bank, our specialists will think through these choices with founders and families: Pass the business on? Raise capital to fund growth? Sell a portion or all of the business? No matter the scenario, we look to provide customized advice, aiming to connect your vision of success for your company with your personal wealth goals.
All business owners are in a transition from creating wealth to preserving wealth. Each founder or family has its own optimal balance between concentration and diversification
For business owners, it’s important to understand your options—whether selling your business when the time is right, or retaining a legacy business across generations. Our team of specialists has extensive experience providing strategic, objective advice on transition options to clients across industries, geographies, sizes and stages of the business lifecycle. We’re here to help you pursue your most complex goals and address specific challenges you might face.
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Optimizing compensation
Understanding your awards and benefits is critical to making the most of your opportunities. We’re tapped into best practices and industry standards, and you can rely on our deep experience to help guide your decisions.
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Stepping away from your company
It’s never too early to start planning—whether that’s retiring, selling your business or transitioning leadership to the next generation. We can help you ask the right questions—and formulate the right answers.
