Who is it for?
Succession planning is crucial for people in a range of contexts.
One may be thinking about turning over a business to a son or a daughter. Entrusting properties to the next generation....
What does succession planning entail?
The process begins by selecting a succession planner. This individual supports you in valuing assets and effecting their transfer.
The next step is to determine the worth of the business or family estate. Valuations include all tangible assets, from stock and bond portfolios to real estate and cash. Intangibles like intellectual property are relevant as well.
What United Bank offers
We provide tactful administrative and managerial support. Specifically, United Bank creates trusts, buy-sell agreements, and charitable structures, among others.
Why choose United Bank?
Succession planning with integrity requires a banker with knowledge, individual track record, and personal discretion. Please talk with your United banker about your particular circumstances or those of your client.
