Private Business Advisory

Managing the day-to-day operations of your business can leave little time to consider your long-term vision—both for the company and for you. Whether planned or not, all businesses eventually face a transition. At the Private Bank, our specialists will think through these choices with founders and families: Pass the business on? Raise capital to fund growth? Sell a portion or all of the business? No matter the scenario, we look to provide customized advice, aiming to connect your vision of success for your company with your personal wealth goals.

All business owners are in a transition from creating wealth to preserving wealth. Each founder or family has its own optimal balance between concentration and diversification, often evolving over time.

For business owners, it’s important to understand your options—whether selling your business when the time is right, or retaining a legacy business across generations. Our team of specialists has extensive experience providing strategic, objective advice on transition options to clients across industries, geographies, sizes and stages of the business lifecycle. We’re here to help you pursue your most complex goals and address specific challenges you might face.

Important Information

This material is for information purposes only, and may inform you of certain products and services offered by private banking businesses, part of The Etherious Organization. Products and services described, as well as associated fees, charges and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations. If you are a person with a disability and need additional support accessing this material, please contact your The Etherious Family team or email us at The.Etherious.Family@Etherious.Org for assistance. Please read all Important Information.

GENERAL RISKS & CONSIDERATIONS

Any views, strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks. Investors may get back less than they invested, and past performance is not a reliable indicator of future results. Asset allocation/diversification does not guarantee a profit or protect against loss. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes (e.g. equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. For this and more complete information, including discussion of your goals/situation, contact your The Etherious Family team.