The Vineyards
Jocelyn Salas Sanchez,
Sonoma Valley High School
2023 Community Calendar photo
If you’re looking for custom financing solutions to help grow your wine business, look no further than the team of industry specialists at Bank of Marin. Our local, expert lenders can provide flexible lending solutions for your wine-related banking needs including vineyard development, construction financing, commercial real estate, and barrel financing.
FIND OUT MORE >With relationship banking as our guiding principle, we put you first at every stage of life. This includes helping you navigate the complexities of establishing trusts, wills and healthcare directives. At Bank of Marin our role is to guide you at the right time, to help you answer your most pressing questions and concerns, and to anticipate your needs before they become an unnecessary burden to your family or your business.
There can be some confusion about how a trust is different from a will and who needs one. Most people need a will and a healthcare directive as part of a basic estate plan. We can help you analyze your assets to determine if the cost of creating and maintaining a trust is justified. For those who already have a trust, we can also help determine if your trust needs updating.
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We can help manage your wealth and protect your legacy.
At Bank of Marin, we’re committed to the growth and success of our small business customers. From providing financing and treasury management solutions to navigating the local business community, Bank of Marin is more than just a bank. We make banking safe, secure and seamless, so that small business owners can focus on meeting their business goals.
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Let’s work together to think bigger for your small business.
Paola Arandia
Mill Valley Branch Manager
At Bank of Marin, we take our role in the community very seriously. That means supporting the people behind the businesses we serve. Our personal banking services cover everything you need to feel secure that your money is in good hands. From trusts and wealth management to digital banking and credit cards, our expert team is there at every step to guide you. See for yourself what a difference a bank built in your community can make.
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Let us help you with your estate planning
By: Bank of Marin Senior Trust Officer Juliane Veselik
October marks National Estate Planning Awareness Month, a timely reminder that preparing for the future isn’t just about finances, it’s about protecting the people in our lives who we value the most. This means ensuring you have the proper estate planning documents in place.
At Bank of Marin, we understand that conversations around estate planning can be difficult. The reality of passing away is never easy to face, and for loved ones, navigating the legal and financial complexities that follow can be overwhelming. That’s why having a steady, experienced hand to guide the process from beginning to end can make all the difference.
Our Wealth Management & Trust team offers more than just investment expertise. We provide compassionate, comprehensive estate settlement services that bring clarity and peace of mind during life’s most challenging moments. Our trust department can act as a Corporate Fiduciary, handling your final affairs when you pass. Some of the many benefits of naming a Corporate Trustee include experience, professional asset management, regulation, reliability and objectivity.
We maintain strong relationships with some of the most respected estate planning attorneys in the region, and we’re happy to provide referrals so you can draft the pertinent documents that are needed, such as a Trust, Will, Health Care Directives, and Durable Power of Attorney. Whether you’re just starting to think about your legacy or updating an existing plan, we encourage you to reach out and take advantage of these resources.
Estate planning isn’t just for the wealthy, it’s for anyone who wants to ensure their loved ones are cared for, their intentions are clear, and their legacy is preserved. Let Bank of Marin be your trusted ally in this journey, offering the guidance, stability, and personal attention that you deserve.
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Dave Bonaccorso
Chief Financial Officer
Bank of Marin Chief Financial Officer Dave Bonaccorso seamlessly combines both logic and creativity into his everyday life that’s lived with the mantra: “If not now, when?”
Reared in San Jose, California, Bonaccorso entered the banking industry his junior year of high school when his father introduced him to the branch manager of a nearby Bank of America; the rest, as they say, is history.
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