Financial Planning
Prepare to exit your business, live a life of financial freedom, send children or grandchildren to college, and make an impact with strategic financial planning.
Private Wealth
Protecting the long-term health of your family’s financial future.
Private Wealth Professionals Who Get It Right
There’s a difference when you work with people who care — who listen and get to know you, your family, your story, your hopes, your dreams, and your priorities.
Managing your wealth takes trust and experience. At First Business Bank, our specialized teams ask the right questions and collaborate with you to build a plan that works. Our number one priority is to get it right for you and your family.
That’s a promise.
Protect Your Wealth
Gain access to a dedicated team with the time and resources to attend to your individual financial planning and estate objectives.
Investment Management
Achieve competitive returns with investment management that is aligned to help you achieve your financial and personal priorities. Investment products are not insured by the FDIC, are not deposits, and may lose value.
Trust & Estate Administration
Benefit from exclusive access to experienced, local specialists who deliver personalized attention matched to thoughtful solutions that work for you.
Private Banking
Get a seamless private banking experience while working with financial experts who understand how lending and liquidity management align to your plan.
Ten-Year Capital Market Assumptions
Short-term yields can change quickly, but long-term planning requires a broader view. Developed by our investment team, our Ten-Year Capital Market Assumptions outline expected returns across stocks, bonds, and alternatives to help investors plan for the decade ahead.
Get The Latest From Private Wealth
Explore reports, articles, podcasts, and other resources from First Business Bank’s team of experts. Make smart personal finance decisions based on the latest data and insights.
Article
Charitable Trusts: The Benefits for Business Assets
Charitable trusts can be an excellent vehicle for doing several things that may be important to you — setting aside
Article
Estimating Your Retirement Income Needs
The quick onset of market volatility due to COVID-19 has taught us that having a financial plan, periodically reviewing it
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A Conversation With Jan Eddy
As a tech entrepreneur in the early 80s, Jan Eddy faced obstacles building her businesses and navigating the fledgling world
