Solutions for Healthcare Professionals - Popular Private Client

We offer solutions for healthcare professionals to protect the strength of your investments, the financial legacy of your family, and the life of your practice.

Popular Private Client Solutions for Healthcare Professionals 4

Concierge Banking

  • Financial planning
  • Investment services1
  • Retirement planning

Your Private Banker is your single point of contact for day-to-day management of your banking needs and investments.

Mortgage Services 3

  • First-time home purchases
  • Mortgage loan refinancing
  • Home equity lines of credit

Whether you need a jumbo or conventional mortgage, or flexibility in certain ownership structures, your Private Banker partners with dedicated Mortgage Advisors to identify the best solutions for your needs.

Trust Services and Estate Planning 2

  • Irrevocable Life Insurance Trust (ILIT)
  • Trust and Will reviews
  • Asset protection strategies

Choose the way your wealth and legacy is preserved, ensuring security for your family.

Business Succession Planning 1

  • Buy-Sell agreements
  • Key Man insurance
  • Captive insurance

Protect yourself against sudden injury, loss or retirement to secure the longevity of your practice.