Successful individuals and families understand the value of professional advice in achieving their financial goals. For more than a century, we have helped multiple generations navigate the opportunities and challenges that come with significant financial assets through innovative thinking.
As a Private Wealth Management client you are supported by a dedicated team of experts who understand and anticipate your needs, making sure that every contact you have with us is valuable. Additionally, financial planning and investment management needs differ from individual to individual based on priorities, life circumstances and assets. As such, PALOALTO provides two levels of its Private Wealth Management offering, both with many valuable services and benefits:
Designed for clients with $1MM-$5MM in investible assets
Financial Planning – Your advisor leads the discovery around your circumstances and employs industry-leading planning solutions to ensure that your plan reflects your and your family’s specific goals and objectives, is in line with your values and enhances your financial well-being.
Quality investment management and advice – We adhere to a straightforward and disciplined process when selecting investments. The investment strategies we deliver are tailored to your individual financial goals, however simple or complex those may be.
Complete banking and cash management services – These include portfolio checking, savings, CDs and safe deposit storage, as well as comprehensive statements that provide a consolidated view of multiple accounts.
Customized lending solutions – Your status entitles you to an expanded product offering, preferred rates and expedited lending options*.
Exclusive mortgage solutions – Private Wealth clients have access to priority processing and a dedicated mortgage service center.
Access to private events – Look for invitations to customized entertainment and educational experiences that reflect your interests, as well as the personality of your local area.
Client Care Center – Our highly trained staff are available by phone seven days a week with extended hours into the evenings, weekends, and select holidays to assist Private Wealth clients with any need.
Designed for clients with $5MM-$25MM in investible assets
All of the same benefits of Private Wealth Management plus: