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Protect the long-term health of your family’s financial future.
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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.

Get Legacy Planning Resources and More

Read our latest insights, articles, and reports about financial planning topics, preserving and transferring your wealth, and more.

Visit Our Resource Center

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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

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Catching up with Jerry & Donna Smith in Retirement

Like many milestones in life, retirement is often difficult to picture until you achieve it.

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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