Additional Services

Understanding that wealth management extends beyond investment management, we draw from a significant talent pool of outside professionals to meet our clients’ varied needs. The Banta team provides expert assistance and coordination with highly competent advisors who give objective guidance in these and other areas:

  • Trust & Estate Planning
  • Intergenerational Wealth Planning
  • Family Governance Solutions
  • Tax Planning/Bookkeeping
  • Trusteeship/Estate Services
  • Lending Services (Residential/Commercial)
  • Pension Fund Services
  • Insurance Services

** These services are provided by outside service providers. Please see important information regarding outside professionals we refer.

By reading our comprehensive approach scenarios, we hope you will gain a finer understanding of how we might address some typical financial challenges. Without objective guidance, many people wouldn’t know how to approach these situations and might feel overwhelmed and uncertain.

We work objectively and tirelessly on your behalf. We’ve consistently earned the trust of high net worth families for more than 40 years. ...more>>