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Services
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| Private Banking |
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WORBUS offers a full range of private banking services through third party banks globally, allowing high-net-worth clients to consolidate the management of their financial assets with one firm and to maximize their access to flexible financing alternatives. Some of the more prominent services include:
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- Loans to finance our clients' investment activities and personal needs
- Deposit products at highly competitive rates
- Payment services without fees that minimize idle funds
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Our Private Banking services offer the flexibility to leverage assets and other sources of repayment to meet cash flow and borrowing needs. Additionally, we integrate all of the banking services with our investment capabilities and provide clients with the enhanced control and convenience of managing their entire wealth on one consolidated Web site and one monthly statement.
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| Financial Counseling |
| WORBUS has added financial counseling to our roster of traditional investment advisory services, including: |
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- Executive benefits and compensation
- Estate planning
- Income tax planning and preparation
- Philanthropic planning
- Risk management
- Cash-flow/retirement planning
- Multi-family office service
- Highly sophisticated wealth-transfer strategies
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Information Request
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