A big-picture approach focuses on today, tomorrow and far into the future
For individuals and families with significant resources, we understand there are many intricacies to wealth management that go beyond a single generation. Your wealth has the ability to create a lasting legacy and we tailor our wealth management to accomplish your vision.
First American Bank’s Private Wealth brings a sophisticated, highly credentialed, and devoted team focused on your unique needs. Your specialized team comprises a private wealth advisor, fiduciary advisor, investment advisor, and client solutions associate. Our integrated approach begins by understanding your family’s goals and objectives including unique family dynamics and a review of current legal structures (trusts and/or other business entities).
We provide a customized client experience that addresses day-to-day strategies and sophisticated wealth planning needs. From extensive reporting, developing investment policy statements, and preparing the next generation for wealth, we work with you to achieve what matters most to you and your family.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Guaranteed by Any Government Agency | Not a Bank Deposit