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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. 

The People Preserving Your Legacy for Generations to Come

Meet the people helping you to achieve your priorities as you plan for the future.

Meet The Team

Read Enlighten Articles for Expert 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.

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Get Legacy Planning Resources and More

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

Catching up with Jerry & Donna Smith in Retirement

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

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