At the same time, you provide security and stability to
shareholders, directors and officers through enhanced
liquidity and capital levels during critical transition
periods. You also help protect yourself from unsolicited
or undesirable take-overs.

How Employees Can Benefit

They have the liquidity they need for estate settlement
and tax liabilities. Best of all, the bank’s position and independence are ensured for the next generation.

Product

A written ownership succession plan

Objective

Help maintain organizational stability and provide liquidity
for estate taxes and settlement

How it Works

The plan engages the bank’s legal and tax advisors to help secure a smooth transition of ownership and management.
It also initiates comprehensive estate planning for major shareholders.

How the Bank Can Profit

You ensure your long-term viability through a documented
plan for a smooth transition of ownership and management.