Make a financial plan that works for both today and tomorrow.

Our Private Client Advisors can help you put a financial plan in action.

TRUST AND ESTATE SERVICES

Establishing an estate plan is a prudent way to ensure your finances are preserved, protected, and transferred as you wish, now and after your lifetime. We'll work with your attorney, CPA, and other advisors to carefully manage your estate and put strategies in place to help you:

  • Maximize your estate—while avoiding excessive taxation
  • Ensure your insurance requirements are met
  • Safeguard your business assets
  • Provide for your loved ones
  • Establish a philanthropic giving plan

We would love the opportunity to work with you and invite you to meet with a Private Client Advisor.

Equal Housing Lender

Deposit and loan products offered by Bank of the West, Member FDIC

Investments and annuities are offered through BancWest Investment Services, a registered broker/dealer, Member FINRA/SIPC. Financial Professionals are registered representatives of BancWest Investment Services. BancWest Investment Services is a wholly owned subsidiary of Bank of the West. BancWest Corporation is the holding company for Bank of the West. BancWest Corporation is a wholly owned subsidiary of BNP Paribas. BancWest Investment Services is not a tax or legal advisor. Please consult your tax or legal advisor for more information regarding your personal situation.

Fixed annuities/insurance products are offered through BancWest Insurance Agency in California (License # 0C52321) and through BancWest Insurance Agency in Utah, and through BancWest Investment Services in AZ, CO, IA, ID, KS, MN, MO, ND, NE, NM, NV, OK, OR, SD, WA, WI, WY, HI, GUAM and CNMI.

Investments, Annuities and Insurance products are:
NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE NOT A DEPOSIT NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY