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Private Banking, Consultants & Advisors

Private Banking in Chicago, IL

Bill has been focusing on ESOPs and capital markets since 1989. He is Co-head of The ESOP Group at Morgan Stanley, assisting business owners and corporations, including several in the Fortune 100, in areas such as corporate liquidity transactions, business succession planning, retireme...

Jim Massey - Morgan Stanley

Private Banking in Dallas, TX

Prior to joining Morgan Stanley, Jim held leadership positions with top middle-market Investment Banking firms as Founder, Director, and Head of the Houlihan, Lokey, Howard & Zukin Dallas office and led the Duff & Phelps Southwest regional office as Managing Director and City Leader....

Ann Kim - Morgan Stanley

Private Banking in Chicago, IL

Ann is an accomplished ESOP executive with 20+ years of experience in a multitude of industries. Prior to joining The ESOP Group at Morgan Stanley, she was the General Counsel and Chief Administrative Officer at a $500MM employee-owned company. Prior to her tenure in private industry, ...

ESOP Marketplace connects you with local Private Banking Private banking is banking, investment and other financial services provided by banks to private individuals who invest sizable assets. The term "private" refers to customer service rendered on a more personal basis than in mass-market retail banking, usually via dedicated bank advisers. It does not refer to a private bank, which is a non-incorporated banking institution. Private banking forms an important, more exclusive, subset of wealth management. At least until recently, it largely consisted of banking services (deposit taking and payments), discretionary asset management, brokerage, limited tax advisory services and some basic concierge-type services, offered by a single designated relationship manager. On the whole, many clients trust their private banking relationship manager to ‘get on with it’, and take a largely passive approach to financial decision making. Historically, private banking began in Europe to manage the assets of Royal Families, and has been viewed as a very exclusive niche that only caters to High-net-worth individuals. An institution's private banking division provides services such as wealth management, savings, inheritance, and tax planning for their clients and assisting Family Offices. A high-level form of private banking (for the especially affluent) is often referred to as wealth management.

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