As a member of the Private Wealth Management group, I work with clients to develop well thought out comprehensive, customized solutions to integrate into each client's wealth plan. My team and I deliver appropriate solutions based on the needs of our clients today and into the future. We work closely with our clients, their families, and their advisors to develop plans and customized solutions to aid in:*Managing and aligning investments with goals and values*Establishing trusts and identifying trustees*Providing comprehensive estate services*Managing wealth for current and future beneficiaries*Managing philanthropic giving strategies*Managing non-financial assets, i.e. real estate, oil, gas, and minerals*Planning for the care of elderly or those with special needs*Planning for the sale or transfer of closely held businesses