Wealth management for business owners
Managing your business and personal finances go hand in hand. You've worked hard to create a valuable business. Now, let Regions work hard to create a plan tailored to your unique needs.
Solutions for your life and business
You've built your business, now let us help you build a wealth plan that incorporates your entire financial situation, personal values, and unique considerations as a business owner to help you realize your goals, dreams, and desires.
Business transition services
- Family succession planning
- Choice of entity
- Buy/sell agreements
- Employee stock ownership plans
- Mergers and acquisitions
Personal wealth planning
- Financial planning
- Wealth transfer and gifting
- Tax planning
- Special needs planning
- Asset protection & risk management
Preserving your legacy
- Next generation education
- Philanthropic planning
- Family dynamics and governance
- Family office services
- Choice of situs
Find a Wealth Advisor
Our team of knowledgeable financial professionals is ready to meet with you, discuss your goals and prepare a plan to help put you on the path toward your vision of financial success. Answer a few questions in our brief guide to help us understand your needs and see how we might assemble a customized team to serve you.
Products & services to help you grow and enjoy your wealth
Strategies & services to help your business make the most of opportunities.
Being able to embrace opportunity is important in business and in life. Our Corporate Banking Group serves our commercial banking clients with a comprehensive suite of offerings including:
- Lending and financing
- Treasury services to enhance your company’s cash slow
- Investment banking, capital markets and debt financing
- Real estate banking
A depth of experience in charitable giving
Regions Philanthropic Solutions is a specialty practice which brings together our depth of experience in charitable giving, nonprofit administration, and investment leadership to serve high-net-worth individuals and families, private foundations, public charities, endowments, and nonprofit organizations.
Explore resources, articles & podcasts
Article
Five-step exit planning process for business owners
If you’re a business owner planning for retirement, this exit planning process can help ensure you’re well-prepared for the future.
podcast
Financial planning tips for women business owners
Get tactical tips to help female entrepreneurs thrive and survive throughout all stages of their entrepreneurial journey.
Article
How scalable is your business?
Business scalability speaks to a question every business owner asks: How much growth potential does my company have? See the six questions you should consider.
Article
When family and business collide
Running a business while managing family dynamics can create a volatile mix. See how to head off disagreements before they create larger problems.