As a business owner, you’ve faced challenges along the way, and you’ve flourished. Your personal persistence, hard work and vision have been instrumental to your success.

As you face the challenges of today’s business climate, the perspective of a trusted professional can give you a competitive edge while also helping you work toward other financial goals that are important to you.

Your dedicated U.S. Bank Private Wealth Advisor will work with you to create a wealth plan, then collaborate with a team of professionals to help you make your plan a reality.

Specialized wealth strategies

Business financial planning

As you continue to grow your enterprise, we can help you make informed and strategic decisions regarding your financial questions, such as:

  • What are the risks in having the majority of my net worth tied up in my business? 
  • Do I have the right capital structure in place for my overall personal and business wealth? 
  • Do I have enough liquidity to take advantage of sudden opportunities or defend against risks associated with cash shortage? 
  • When is the right time to plan for an exit or business succession? 
  • Is it better to transfer my business to a family member or employees, or to sell to a strategic buyer?

Find the right balance

Personal financial planning

We can provide guidance on how to achieve your personal wealth goals, while helping you balance the needs of your business.

Our team offers a range of wealth advisory and planning services to help you make informed decisions. This may include an analysis of:

  • Personal assets and liabilities
  • Cash flow management
  • Potential tax consequences
  • Your investment plans
  • Charitable giving
  • Wealth transfer strategies

Business owner advisory services

Addressing your business needs

We can also assess your business growth or transition opportunities. Your situation may involve more complex needs like:

  • Strategic business assessment
  • Growth opportunities
  • Business succession and exit options
  • Liquidity analysis and planning

Our dedicated Business Owner Advisory Services team can offer objective advice from a business owner point of view.

The team includes previous business owners, corporate executives and consultants who bring vast experience and insights to help answer your financial questions.

Learn more about our Business Owner Advisory Services.

Our services

Your vision, our expertise

With your goals in mind, your Private Wealth Advisor will design a custom financial plan that brings together the right mix of products and services to fit your needs. Select any of the following links to learn more about our services.

Insurance products are available through our affiliate U.S. Bancorp Investments.

Insights from our experts

Growth strategies for business owners

Discover the best strategies to grow and expand your business, whether it’s through marketing, partnerships, outsourcing or acquisitions.

Address these 4 issues before selling your business

Even if the sale of your business is years away, it’s never too early to start planning for how it will happen.

Preparing your business exit strategy: Key factors to consider

Selling your business can require a significant commitment of time and effort on your part. A business exit strategy can help guide the process on your terms.


Start of disclosure content

Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

Business Owner Advisory Services are provided for educational and illustrative purposes only, and do not guarantee the success of any strategy or recommendation. Business Owner Advisory Services are not fiduciary in nature. U.S. Bank and U.S. Bancorp Investments serve in a non-fiduciary role when providing these services.

For U.S. Bank:

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

For U.S. Bancorp Investments:

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.