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Family Reserve Services

Cultivated in the same manner of the finest reserve wine and ready to be shared with our best family relationships.TM

First Bank Family Reserve Services

A reserve wine is a wine like no other. It is a product of generations of cultivated experience and the very best expression of a winemaker’s craft, attention, and care. Our Family Reserve Services have been cultivated in the same manner of the finest reserve wine, and our Wealth Management Group has taken the time to cultivate our best resources, tools, and insights with our very best care, to be shared with the best of our family relationships.

We could not be more excited, or more honored for you to join our Family Reserve Services so we can share this special level of dialogue with you and your family.

Discover an exclusive level of financial care and dialogue fit for your family's needs.

Our Family Reserve Services include a dedicated relationship team that has the experience to appreciate the distinct needs of families of wealth and works directly with you to provide the following services

Wealth Planning

Business Planning

Other

  • Banking & Credit Management
  • Concierge Services
  • Early Retirement Package Review
  • Education & Family Support
  • Family Meeting Coordination
  • Grievance Support Services
  • Personal “Vault” for important documents and deeds
  • Risk Management & Insurance Planning
  • Wallet Services for important financial documents