Advisory, trust and retirement planning for families who’d rather know their banker by name. Some of ours have worked with the same households for three generations.
We start with what you’re trying to protect and pass on — then build a plan that holds up through the quarters that don’t go to plan. No products pushed, no churn.
Discretionary and advisory portfolios built to your goals, tax picture and tolerance for a bumpy year.
Talk to an advisorTrustee and executor services, estate settlement, and the paperwork nobody wants to think about — handled.
Plan your estateA plan for the paycheck after the paychecks stop — rollovers, income strategy and the math behind “can I retire?”
Map your retirementA dedicated banker, preferred lending and white‑glove everyday banking for substantial relationships.
See if it fitsSelling or passing on the company? We help you plan the exit and the life after it.
Start planningDonor‑advised funds and charitable trusts, so your giving does what you mean it to.
Give with intentInvestment and advisory services are offered through the Dunhaven Private Office. Investments are not deposits, not insured by the NDAB, carry no bank guarantee, and may lose value. Illustrations on this page are hypothetical.
An introduction to the Private Office starts with a conversation — no obligation.