Navigating the ins and outs of the family business.

Our experience and objectivity can help you make important decisions about the future of your family business.

Planning and Managing Business Transitions

When retirement comes, the business you’ve worked so hard to build doesn’t have to retire with you. With proper succession planning, your company’s legacy can continue well into the future—helping to ensure that you, your family, and business partners have a continued source of income. We’ll consult with your tax, legal, and accounting advisors to create a succession plan that will:

  • Protect your business
  • Manage liquidity and cash flow
  • Leverage tax-advantaged strategies for sale or transfer
  • Account for any necessary debt structuring or restructuring

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