Priority Assessment
Make sure your financial portfolio is on track. Together, we assess your goals and priorities and make recommendations for how to best achieve your goals.
Private Banking
Get a higher level of attention for your sophisticated financial needs.
This Isn't Basic Banking
With sophisticated finances and complex financial requirements, you need a Private Banking partner who provides a personal level of attention and offers advantages for those who work hard and play hard.
Designed For Your Life
Your finances deserve personal attention. Whether you own a business, receive funds from another source, or have a recent financial gain, you want a Private Banking service that addresses the complexity of your needs.
Wealth Action Plan
Using your priority assessment and our team’s recommendations, we collaborate to create a Wealth Plan, revisiting and revising to ensure your continued financial comfort.
Flexible Account Options
Use any one of our numerous private banking account options designed to meet your needs and tailored to your financial priorities.
Personal Financial Advisor
Work with a team you know. While you do have a personal advisor, the entirety of First Business Bank is at your service — ready to help you secure your wealth for the long-term.
You Deserve Customized, Responsive Private Banking
It pays to work hard.
You shouldn’t settle for a 1-800 number, nor should you expect a traditional banking establishment to adequately manage your complex assets and financial concerns to meet your high expectations.
Private Banking with First Business Bank provides a superior level of service, designed to address the needs of those with a high net worth and managed by a knowledgeable and compassionate team of financial experts. When it comes to strategizing to maximize your wealth, you need banking that puts your needs first.
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.
Discover Your Next Best Idea
Discover market analyses, articles, podcasts, and other resources to stay on top of the latest financial trends.
Article
Catching up with Jerry & Donna Smith in Retirement
Like many milestones in life, retirement is often difficult to picture until you achieve it.
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
10 Steps to Improve Your Finances This Year
Every year, we make resolutions and set goals to improve our overall well-being.