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.