Candid Advice. Customized Investment Strategies
At Bank of Marin, we’ve been serving the financial needs of our Bay Area clients for more than a generation. Our Wealth Management & Trust team employs a wide range of products and services to grow and protect your wealth throughout your lifetime. We combine candid advice and unbiased assessments with customized investment strategies, so you can choose the ones that work best for you. In striving to understand your unique personal and professional circumstances, we can independently manage your wealth and safeguard it for future generations.
We will help you confidently identify your goals, optimize your tax burden, and maximize the long-term growth of your assets.
Our experienced team of trust officers can help you handle the complexities of estate planning and trust administration, while also giving you peace of mind.
Our experts will help you preserve the legacy you have created by providing thoughtful guidance for succession planning, business transitions and business sale.
With a variety of retirement choices available to navigate your new financial landscape, we will help you choose with confidence the best and most appropriate way to protect and preserve your earnings as you fulfill your professional journey.
By understanding the costly and complex issues of caring for an elder, our experts can offer solutions for the many challenges you may face, including financial planning, housing and Medicare.
To create your philanthropic legacy – whether it’s through tax-advantaged giving or endowing a non-profit – we can help build an investment strategy that supports the causes that matter most to you.
For more information about our wealth management and trust services and how we can help solve your unique financial needs, please contact a member of our knowledgeable Wealth Management & Trust Team.