PRIVATE CLIENT SERVICES

We will strive to simplify your life, preserve and enhance your wealth while creating a legacy that positively impacts your family’s future and society as a whole. Through a broad network of resources, Mi BANK Private Client Services will efficiently deliver the highest quality objective advice and fully integrated institutional quality wealth management solutions. Our financial and non-financial strategies are tailored to high net worth individuals and families, family offices, and foundations.

Contact Us

Are you interested in Private Client Services or would like to learn more? Please give us a call or complete the form below.


INVESTMENT ADVISORY

We will work with you to develop a strategic plan that is designed to meet your risk, investment, and performance objectives. Our Chief Investment Officer will utilize an unbiased institutional approach to investment management and due diligence, analyzing a broad range of investments, including public equities, fixed income and alternative investments such as private equity, real estate, and hedge funds.

Investment Services

SERVICES

We will work with you to streamline your objectives by utilizing a network of highly sophisticated resources for you and your family. Your information will be accessible through a single client portal. Investment strategies will be overseen by our Chief Investment Officer who will utilize a network of institutional quality financial specialists in a broad array of disciplines.

Private Client Services

*These services will be provided through third party strategic relationships.

Mi BANK’s Private Client Group provides investment advice on securities and other non-deposit investment products that are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by Mi BANK, and are subject to investment risks, including possible loss of the principal invested. Mi BANK does not provide tax or legal advice. Please consult with your tax and legal advisors regarding your specific situation.

To qualify for Mi BANK’s Private Client services, clients must meet minimum investable asset requirement. Contact Mi BANK for more details.