STRATEGIC ADVISORY

Enjoying the fruits of your success in the present is essential, and so is planning for retirement and the eventual transfer of your assets to loved ones and future generations. Greater wealth requires expert planning, and complimentary services such as estate planning, life and retirement insurance and philanthropy strategies can make a difference in securing a future you are comfortable with, protecting you and your family in unforeseen circumstances.

At myPB, we help you identify those areas in which you may need planning and protection and refer you to market leaders who are able to respond to your specific needs, whether it is a pension fund, charitable institution, trust or foundation.