Transferring My Wealth
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.
Read Enlighten Articles for Expert Financial Guidance
Articles in this issue of Enlighten, published by First Business Bank's Private Wealth team, examine a variety wealth topics under the lens of change. From philanthropic legacy planning to avoiding emotional investing, our experts guide you to help you protect and grow your wealth.
Get Legacy Planning Resources and More
Catching up with Jerry & Donna Smith in Retirement