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.

Privilege Connect
24/7 exclusive assistance:

TTY: 1-800-659-5495

International call collect:
TTY: +1-402-918-6495

Find an Advisor

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 build.

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*, we can provide guidance on everything from private foundation setup and board governance to donor-advised funds and other impact solutions.

Industry Recognition for Our Private Business Solutions

Bank of the West has been recognized as the “Best Bank for Entrepreneurs” by the Professional Wealth Management Global Banking Awards 2018.

Legal information and Disclosures

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

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.

*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.

BancWest Investment Services is a wholly owned subsidiary of Bank of the West. Bank of the West is a wholly owned subsidiary of BNP Paribas.

Investment and Insurance Products: