You’ve spent your life accumulating wealth. And, no doubt, that wealth now takes many forms, sits
in many places, and is managed by many advisors. Unfortunately, that kind of fragmentation creates
gaps that can hold your wealth back from its full potential. The Private Bank can help.
The Private Bank uses a proprietary approach called the LIFE Wealth CycleSM to ;ind those gaps—
and help you achieve what is important to you.
To learn more, contact Frank Zaccaro, Vice President and Private Banker,
at firstname.lastname@example.org or 415;451;1663, or visit unionbank.com/private.
WEALTH PLANNING INVESTMENTS1 RISK MANAGEMENT1 TRUST & ESTATE SERVICES BANKING
1 Clients requiring investment management, brokerage or insurance services will work directly with one or both of the following MUFG Union Bank, N. A., subsidiaries: HighMark Capital
Management, Inc., an SEC-registered investment adviser; or UnionBanc Investment Services LLC, a registered broker-dealer, investment adviser, member FINRA/SIPC; or its insurance
division, UnionBanc Insurance Services, California State Insurance License No. 0817733. Non-deposit investment and insurance products: • Are NO T deposits of or guaranteed by
the Bank or any Bank a;iliate • Are NO T insured by the FDIC or by any other federal government agency • Are subject to investment risks, including the possible loss
of principal invested.
Wills, trusts, foundations, and wealth planning strategies have legal, tax, accounting, and other implications. Clients should consult a legal or tax advisor.
©2015 MUFG Union Bank, N.A. All rights reserved. Member FDIC. Equal Housing Lender. Union Bank is a registered trademark and brand name of MUFG Union Bank, N.A.
My wealth. My priorities.