Private Banking
RBI’s Private Banking is a comprehensive blend of financial services. It is designed to offer our clients one point of contact and assist them in managing the financial services needed to achieve financial security.
Managing your wealth often begins with a personal, professional discussion with a private banker. Our program offers a premium array of enhanced services to provide you with the convenience and personalized attention your demanding lifestyle requires. Once we know and understand all your current and future needs, we can coordinate your entire relationship with the specialists needed to ensure your financial success.
• Cash management
• Customized credit lines and home equity lines
• Risk analysis and management
• Tax planning and preparation
• Gifting strategies
• Family asset management
• Development and review of stock-option strategies
• Diversification of large blocks of low-basis stock
