A Unique Experience
Your life is complex; your goals are unique. CoBiz Private Bank understands that. We take the time to listen and get to know you and your family, your goals and your challenges. Then, as a trusted advisor, we’ll work with you, your family, closely held business, family office and your family foundation to provide financial solutions including mortgages and personal service exceptional enough to meet the highest standards: yours.
We’ve built a skilled team of professionals with decades of banking expertise and a shared belief that we earn your business and your trust every day. Our promise to you is to have the vision to take a long-term approach in tailoring exclusive solutions to meet your most detailed needs.
Designed to Meet Your Goals
Through our parent company, CoBiz Financial, we coordinate a team of professionals to address all your financial needs. All our CoBiz companies embrace core values of focusing on the customer, acting with integrity and giving back to the community. Something else we have in common: a reputation for delivering high-touch service to high-net-worth individuals. And we will partner with your other trusted advisors to manage everything from trust, estate and succession planning to tax strategy.
Are you ready for a higher level of service? A team of professionals dedicated to your needs? Advisors with a vision for your future? We welcome the opportunity to talk more about your financial goals and plans, as well as how we can partner with you to achieve them. We look forward to building a relationship with you. *