Comprehensive Approaches

Scenario 1: Blended Family Finances

Learn how we could approach planning for a couple coming together with children from previous marriages, along with significant financial and lifestyle assets, business interests, and concerns over separate and community property. Learn more>>

Scenario 2:  Making the Most of a Retirement Buyout
The financial windfall of an early retirement buyout poses a lot of challenges in terms of taxes and future income needs. Here’s an example of how we could help with those challenges. Learn more>>

Scenario 3: Newly Widowed, Overwhelmed by Details
It’s a daunting task to have to manage your own financial future after having relied entirely on your spouse as the financial decision maker. Read about how Banta could help if you or a loved one faced that scenario. Learn more>>

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>>