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Busy professionals benefit the most from a private banking relationship. These people spend most of their time running their businesses and are looking for a knowledgeable banking resource to help simplify their financial life so they can focus their extra time on hobbies and family.
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They are experts in their line of business and are looking for someone knowledgeable who they can trust to help them manage their finances. Private bankers are typically part of a wealth team that should have access to a financial planner, trust planning and administration, investment portfolio management and retirement planning. Rather, their seat at the table helps busy professionals evaluate and manage their financial lives and relationships. Once a relationship is established, what should the client expect from the private banker?
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