At Rubenstein, we take pride in providing a comprehensive private banking and wealth management service that addresses all aspects of our clients’ wealth. We greatly value our strong partnerships with various intermediaries, including lawyers, accountants, independent advisors, investment consultants, corporate finance professionals, and trust companies. If you are interested in exploring the benefits of this collaboration for you and your clients, please do not hesitate to reach out to us.
Our approach involves close collaboration with our clients’ other advisors, ensuring top-level expertise to meet all their needs. With our extensive services, we cover every aspect of wealth management.
Our advisors possess a deep understanding of our clients’ needs, recognizing that wealth management extends beyond money. We offer valuable insights into matters like succession planning and guidance for family businesses, addressing the issues that are most relevant to them.