Aligning Business and Personal Financial Needs for Private Business Owners

Private business ownership and entrepreneurship come with a unique set of rewards–and challenges. At Bank of the West, we understand this reality and can help you establish a comprehensive wealth management plan that balances both business and personal financial lifecycles.

As a client, you'll work with a dedicated Advisor who will take time to understand your overall financial picture, including estate, retirement, and business succession goals. Through these insights we’ll craft a holistic plan, then continually monitor and adjust the plan as your financial situation changes. And when international insights are called for, you’ll have access to the unique global perspectives of our parent company, BNP Paribas, to help optimize outcomes for you, your business, and family.

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A greater sense of environmental responsibility is accelerating interest in sustainable investments

Following a strong year of growth, see how global entrepreneurs altered their investment decisions and pursued their goals in the 2021 Global Entrepreneur and Family Report from BNP Paribas Wealth Management.

A Holistic Approach to Your Short- and Long-Term Goals

Your Advisor will help identify potential issues that may impact your personal and business financial well-being, today and down the road, and then recommend tailored strategies based on your situation.

Aligning what's right for your business and family chart

A Holistic Approach to Your Short- and Long-Term Goals

Business Succession Planning

Business Succession Planning

Understanding that your business is at the center of your life, and likely your largest asset, we’ll help you establish strategies to safeguard your legacy, build wealth, and protect family members.

As your business and personal life evolve, we’ll analyze your needs and recommend relevant options, including intra-family, intra-business, and third-party transfers.

Trust and Estate Planning

Trust and Estate Planning Services

Our skilled fiduciary officers will work closely with your attorney, accountant, and other advisors to collaboratively manage your estate plan, helping sustain the wealth you’ve worked so hard to build2.

Philanthropic Planning and Impact Solutions

Philanthropic Planning and Impact Solutions

Entrepreneurs and small business owners are the lifeblood of our communities–creating jobs and positively impacting the way we live. Bank of the West applauds and shares these values.

If you're looking to make a difference through philanthropic giving or impact investing,2,3 we can provide guidance on everything from private foundation setup and board governance to donor-advised funds and other impact solutions.

Legal information and Disclosures

1Bank of the West, including any of its affiliates and subsidiaries, does not provide tax or legal advice. Please consult your tax or legal advisors to determine how this information may apply to your own situation.

2Investing involves risk, including loss of principal. When redeemed, an investment may be worth more or less than the original investment amount. Bank of the West is a wholly owned subsidiary of BNP Paribas. Bank of the West Wealth Management offers products and services through Bank of the West and its various affiliates and subsidiaries. Global Investment Management Services is a part of Bank of the West Wealth Management’s Global Investments and Fiduciary Solutions group, which offers access to trust and fiduciary services, designed to help ensure your wealth is managed according to your wishes. BancWest Investment Services is a wholly owned subsidiary of Bank of the West and a part of the Wealth Management Group. Securities and variable annuities are offered through BancWest Investment Services, a registered broker/dealer, member FINRA/SIPC, and SEC Registered Investment Adviser. Financial Advisors are Registered Representatives of BancWest Investment Services. Fixed annuities/insurance products are offered through BancWest Insurance Agency in California (License #0C52321) and through BancWest Investment Services, Inc. in all other states where it is licensed to do business. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Insurance products not offered in the state of New York or to New York residents. Bank of the West and its various affiliates and subsidiaries are not tax or legal advisors.

3Gifts to The Philanthropy Fund are irrevocable gifts to “Renaissance Charitable Foundation Inc.”, which maintains exclusive legal control over all donor-advised funds in The Philanthropy Fund. Please indicate that you made your gift to “Renaissance Charitable Foundation Inc.” for any of your tax reporting forms. Bank of the West, its affiliates and subsidiaries are separate from and not affiliated with Renaissance Charitable Foundation Inc. The companies are not responsible for each other’s policies or services.

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