MB’s Private Client team works with high net worth individuals and families through their entire financial life cycle. Our purpose is to help our clients through the process of determining whether and how they can meet their own life goals through the dynamic management of their financial resources. Our experience working with the owners of privately held businesses gives us a deep understanding of their unique planning needs. While many of our clients join us with existing advisors, most do not have any one advisor pulling together their entire wealth strategy. We can partner with existing advisors to collaboratively develop and implement strategies to achieve their goals.
Private Client Advisory
Our Client Advisors serve as a family wealth concierge and have a robust knowledge in wealth strategy. Our skilled team brings specialized expertise and experience in banking, investments, financial planning, tax and estate planning, and collaborates with other thought leaders and niche focused professionals on the Private Client and Personal Trust teams.
Investment Advisors deliver customized managed investment solutions designed to help our clients to achieve their goals on their terms. We do this by using a tailored approach that allocates wealth across a wide spectrum of asset classes to preserve and grow investment portfolios for our clients.
Wealth Strategists engage our clients in a dialogue centered around their goals for wealth transfer planning, business planning, tax planning, philanthropy, insurance and wealth education. We work closely with clients to understand what matters most to them and what legacy they want to create.
MB’s Private Banking team takes a thoughtful approach while working with our clients on their deposit and loan needs. We consider our clients' balance sheets, cash flow and the purpose of any request so that we can help them achieve the desired result. We offer a broad range of competitive loan products and deposit solutions to fit our clients needs.
Personal Trust Services
MB offers comprehensive services for charitable trust, private foundations, and manages all aspects of trust administration for revocable and irrevocable personal trusts. These vehicles carry forward your legacy of wealth, and each trust has a dedicated team comprised of both trust and investment professionals who work so that your legacy is managed as you envision.