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 Elaine Cramer, Vice President and Private Banker,
at firstname.lastname@example.org or 415;380;6081, or visit unionbank.com/private.
My wealth. My priorities.
WEALTH PLANNING INVESTMENTS1 RISK MANAGEMENT1 TRUST & ESTATE SERVICES BANKING
1 Investment management services o;ered by MUFG Union Bank, N.A. in conjunction with its subsidiary, HighMark Capital Management, an
SEC-registered investment adviser. Brokerage and investment advisory services o;ered by UnionBanc Investment Services LLC, a registered
broker-dealer, investment adviser, member FINRA/SIPC, and subsidiary of MUFG Union Bank, N.A. Insurance services o;ered by UnionBanc
Insurance Services, a division of MUFG Union Bank, N. A., California State Insurance License No. 0817733. Insurance and annuities are products
of the insurance carriers. Non-deposit investment products:
Wills, trusts, foundations, and wealth planning strategies have legal, tax, accounting, and other implications. Clients should consult a legal or tax advisor.
• NOT a Bank Deposit • NOT FDIC Insured • NOT Insured by any Federal Government Agency • NO Bank Guarantee • May Lose Value
©2016 MUFG Union Bank, N.A. All rights reserved. Member FDIC. Union Bank is a registered trademark and brand name of MUFG Union Bank, N.A.