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Private Banking
At California Bank & Trust, we understand the importance of personalized and premier banking services. That's why we offer our valued clients access to our exclusive Private Banking program. With Private Banking, you can expect nothing less than excellence in banking products and services.
As a Private Banking client, you will have direct access to a dedicated relationship manager who will serve as your main point of contact. Your relationship manager will work closely with you to understand your financial goals and objectives, providing personalized guidance and solutions tailored to your unique needs.
In addition to your relationship manager, you will also have access to our entire Wealth Management team. This team of experts includes investment advisors, financial planners, estate planners, and other specialists who will work collaboratively to help you achieve your financial aspirations.
Our Private Banking program offers a wide range of services and benefits to enhance your financial journey. From customized credit solutions to comprehensive wealth management strategies, we are committed to providing you with top-notch financial solutions.
Fiduciary and Trust Services
For high net-worth individuals, families, and business owners, California Bank & Trust offers a comprehensive range of fiduciary and trust services. Our dedicated fiduciary services team is here to help you manage your assets, plan for the future, and protect your wealth.
Through our fiduciary services, we can assist you in creating and administering a variety of trusts, including living trusts, charitable trusts, and special-needs trusts. These trusts can provide you with tax advantages, asset protection, and peace of mind knowing that your assets are managed according to your wishes.
Our experienced team of professionals will work closely with you to understand your unique financial situation and help you develop a comprehensive trust and investment management strategy. Whether you need assistance with estate planning, asset allocation, or income distribution, we are here to guide you every step of the way.
Business Complete
California Bank & Trust understands the challenges that businesses face when it comes to financial management. That's why we offer our Business Complete package, which includes a range of tax and accounting services designed to meet the specific needs of your business.
Finding the right finance and accounting specialists for your business can be a daunting task. With our Business Complete package, we take the hassle out of the process by providing you with access to qualified professionals who can handle all your financial needs.
From controllers to finance specialists to accounting professionals, our team is dedicated to ensuring the financial success of your business. We can assist you with various financial aspects, including bookkeeping, financial reporting, payroll management, and tax planning.
By partnering with California Bank & Trust for your tax and accounting services, you can focus your time and energy on growing your business while leaving the financial intricacies to our trusted experts.
Conclusion
In conclusion, California Bank & Trust is committed to providing exceptional banking and financial services to meet the unique needs of individuals, families, and businesses. Whether you require personalized private banking services, comprehensive fiduciary and trust management solutions, or specialized tax and accounting services for your business, we are here to help. Trust us to be your financial partner every step of the way.