The Private Bank at Broadway


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The Private Bank at Broadway

INVESTMENT PRODUCTS
NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE

Pam Parish
Executive Vice President
Wealth Management Division

Wealth Management Division

At the heart of wealth management is understanding what is important to our clients – financially and personally. Are the assets held in the appropriate structure? Can taxes be minimized to a greater extent? Are the long-term needs of our clients being met? What kind of legacy is important to the family?

Although often overlooked, thinking about wealth management within the context of questions like these is not only smart – it’s essential. We build a team around our clients in partnership with their tax and legal advisors to ask the right questions and help develop a solution that makes sense.

The continuity and expertise of using a corporate fiduciary to implement and administer your wealth planning pays dividends across generations.

Areas of Specialty:
• Advice on structuring wealth
• Professional money management
• Estate settlement services
• Continuity of trust management across generations
• Philanthropic and family legacy planning
• Real estate/oil and gas management
• Team approach with clients’ tax and legal advisors

The Private Bank at Broadway offers a full complement of services tailored to the needs of our clients.

Local integrated team

Dedicated relationship managers

Wealth advisory services

Customized lending solutions

Active portfolio management

Full-service brokerage services

Trust and estate planning services

Real Estate and Mineral Management

Estate Settlement Services

Timing is everything!
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Private Client Services (210) 283-4000

Wealth Management
(210) 283-6700