FirstFamily Advisors

PrivateBank FirstFamily® Advisory Services

Is FirstFamily right for your situation?

As your net worth grows, so do the complexities of managing it. Our FirstFamily Advisors work with you to help manage, nurture, and protect your wealth, giving you more time to enjoy your family and the peace of mind of knowing your wealth will be preserved.

Essential services FirstFamily provides

  • Coordination of advisors
  • Insurance review
  • Tax strategies*
  • Investment policy creation and review
  • Coordinated asset allocation
  • Estate planning
  • Financial planning
  • Charitable giving planning
  • Future generational wealth planning and education

Still not sure if FirstFamily is right for you?

We have helped many clients who have faced one or more of the following liquidity events: 

  • Multiple investment advisors who should be coordinated
  • Investment assets that exceed $5 million
  • A liquidity event on the horizon either from the sale of a closely held business, inheritance, or other transaction

Let's Start The Conversation

A private consultation will help you determine if FirstFamily is right for you.

  • Email us
  • Call: +1 929 459 2119
  • Contact Name: Mona Sarkar

 

* Ultrimal Investment Bank, N.A. and its representatives do not provide legal or tax advice. Consult your personal legal/tax advisor before making these decisions.

** This is a hypothetical scenario based upon typical experiences. Any resemblance to actual individuals is coincidental.

 

Investment and Insurance Products Are:
Not FDIC InsuredNot A DepositNot Insured By Any Federal Or State Government AgencyNot Bank GuaranteedMay Lose Value

Let's Start The Conversation


When we sold our business, a colleague suggested we talk with his FirstFamily Advisor.  That was one of the best calls we could have made. They are now Our FirstFamily Advisor and we have received  sophisticated advice and guidance around our investment strategy, coordinated and streamlined communication of our various advisors, high-end financial planning and even a review of our insurance policies. We are now enjoying the benefits of a lifetime of hard work!**

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