Additional Services
To meet your complete financial needs, we also offer such specialized services as:
- Transition management: We can diversify a portfolio in low-basis, concentrated positions in a tax efficient manner over a number of years.
- Wealth transfer through our affiliate, Financial Designs Ltd.
- Philanthropic planning: We strive to integrate your financial, tax and estate planning with your philanthropic goals in an effort to boost your tax benefits.
- Trust administration: We can provide access to trust administration, estate settlement, and custody and escrow services through our affiliate, CoBiz Trust.
- Insurance Advisory Services through CoBiz Insurance.
- Private banking: Through our affiliate banks – Colorado Business Bank and Arizona Business Bank – we assist with a full array of credit and depository products with competitive rates and a high level of personal service.