Your life is complex; the demands on you are many. You need – you deserve – a banking partner that is focused on delivering the customized financial solutions to meet your ever-changing needs. CoBiz Private Bank can help connect the myriad elements of your financial picture, freeing up your time for more important decisions.
Superior Service from Tenured Professionals
You will work with a team of professionals focused on exceeding your expectations, delivering a full complement of tailored banking services with an unparalleled level of personal attention. We can partner with your other trusted advisors – or help you find the right one – to manage your family’s affairs on everything from trust, estate and succession planning to tax strategy. Our team will collaborate with you in managing your accounts, delivering a high level of local decision making and open access to the bank’s senior leadership.
High Level of Understanding
From establishing a philanthropy plan to handling a loan to acquire a new home or business, from funding your child’s new adventure to caring for your parents, our relationship managers develop an intimate level of understanding for you and your family. Through this process, we become a trusted resource in financial decisions and executing transactions that build and retain your assets and strategically utilize credit to achieve your long-term goals.
Through CoBiz Financial, we provide access to a team of financial professionals who can address all of your financial needs. In particular, our partnership with CoBiz Wealth* and CoBiz Insurance* allows us to seamlessly manage and protect your assets. Whether you want to efficiently transfer your wealth to the next generation or simply want to make sure your growing wine or art collection is properly insured, we can connect you with our partners to deliver the same high level of personalized, attentive service as we do.
CoBiz Partner Services
- Banking services for small to medium-sized businesses through Colorado Business Bank and Arizona Business Bank
- Wealth planning and investment management through CoBiz Wealth*
- Property and casualty insurance brokerage, liability, and employee benefits through CoBiz Insurance*
- Investment banking services through Green Manning & Bunch
CoBiz Private Bank, Colorado Business Bank and Arizona Business Bank are part of CoBiz Bank, Member FDIC.
*Investment and insurance products are not FDIC insured; are not deposits or other obligations of, or guaranteed by, the bank; and may be subject to investment risks, including the possible loss of principal.