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CoBiz Private Bank: A Tailored Approach to Your Banking Needs


A Unique Experience

Your life is complex; your goals are unique. CoBiz Private Bank understands that. We take the time to listen and get to know you and your family, your goals and your challenges. Then, as a trusted advisor, we’ll work with you, your family, closely held business, family office and your family foundation to provide financial solutions and personal service exceptional enough to meet the highest standards: yours.

We’ve built a skilled team of professionals with decades of banking expertise and a shared belief that we earn your business and your trust every day. Our promise to you is to have the vision to take a long-term approach in tailoring exclusive solutions to meet your most detailed needs.

Designed to Meet Your Goals

Through our parent company, CoBiz Financial, we coordinate a team of professionals to address all your financial needs. All our CoBiz companies embrace core values of focusing on the customer, acting with integrity and giving back to the community. Something else we have in common: a reputation for delivering high-touch service to high-net-worth individuals. And we will partner with your other trusted advisors to manage everything from trust, estate and succession planning to tax strategy.

Let’s Talk

Are you ready for a higher level of service? A team of professionals dedicated to your needs? Advisors with a vision for your future? We welcome the opportunity to talk more about your financial goals and plans, as well as how we can partner with you to achieve them. We look forward to building a relationship with you.


Your Vision, Our Expertise

Our experts are committed to seeing your dreams come to life. We understand the connections between each financial decision—personal and professional, banking and investment, real estate holding and philanthropy. Our private bankers listen and develop an intimate understanding of you and your family. We become a trusted resource.

Wealth Planning, Preservation and Financial Planning

Whether you want to efficiently transfer your wealth to the next generation or simply want to make sure your growing assets are properly insured, we’ll coordinate access to our partners who deliver the same high level of personalized, attentive service as we do whether for banking, wealth planning and investment management, property and casualty insurance brokerage and employee benefits, or investment banking*.

Kenny Loggins Rocked!

The 2015 Biz Bash was one of our best ever. Thanks to all our sponsors and guests for helping this year’s charities.

*Investment and insurance products are not FDIC insured, are not a deposit or other obligation of, or guaranteed by, the bank; and may be subject to investment risks, including the possible loss of principal. Banking services offered through Colorado Business Bank and Arizona Business Bank, wealth planning and investment management offered through CoBiz Wealth, and insurance and employee benefits offered through CoBiz Insurance.
Copyright© CoBiz Private Bank, part of CoBiz Bank., Member FDIC
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