For an individual who has achieved significant wealth, financial needs are often complex, requiring solutions tailored to their unique situation. The Private Client pairs individuals with a team of dedicated professionals, seamlessly coordinating financial tasks within the bank. Private clients don’t need to take time from their busy day to visit a branch; instead, individuals can call their team directly to get help or make transactions, relieving them of the time and stress of managing financial affairs while enhancing financial security.
While the concierge nature of Private Client is one of the selling points, it’s only one aspect of the experience. In addition to being the direct point of contact for individuals, a Private Client team can also handle bill pay, arrange for special products outside of the bank’s standard menu and provide wealth management services. Additional services include:
General financial planning. Financial planning should be the cornerstone of anyone’s life-long financial decision making. Although we all share common concerns—retirement goals, education funds, estate planning and survivorship needs—each situation is unique and deserves tailor-made solutions.
Tax planning. Effective tax planning can enhance returns while protecting assets for future generations. Our Solutions Team explores available tax, legal and financial planning options and finds those that are most appropriate for your unique situation.
Investment services. Solely focused on navigating financial markets and determining optimal investments to meet your goals, our highly skilled Investment Team actively monitors portfolios—managing assets for families, endowments, foundations and corporations.
Retirement planning. Our Retirement Plan professionals have the knowledge and resources to develop a retirement strategy to fit an individual’s unique needs and handle every aspect of their plan.
Estate planning. The professionals at Busey Wealth Management understand the intricacies involved with administering last wishes and are experienced in handling everything from beginning to end, relieving individuals of the time-consuming and confusing burden of coordinating a loved ones’ financial affairs.
Busey offers these services and more, allowing a private client to consolidate their assets at one convenient location.
If you are challenged with the complexities increasing wealth brings, let the professionals at Busey provide guidance and solutions to meet your unique needs. Contact the experts today at 1.800.67 l Busey to learn how The Private Client will work for you.