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.