Succession Planning

Business owners are often consumed with daily operations of running a business but it’s important to not lose sight of the need for succession planning. Learn more about transfer strategies for many types and sizes of businesses regardless of how far out in the future that may be.
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Succession Planning
Read Time 4 Minutes;

What to know about intrafamily loans

Lending money in any amount to relatives can be a sticky issue, however there are a few steps the parties could take that might help avoid problems while also taking advantage of potential tax benefits.
October 07, 2024
Succession Planning
Read Time 6 Minutes

Wealth management for executives

Successful business executives often earn significant compensation for their leadership, experience and hard work. Discover the different strategies high-income earners may consider as part of their wealth plan.
August 02, 2024
Succession Planning
Read Time 3 Minutes

What will happen to your business when you leave, retire, or are no longer around?

The future of your business after you move on, whether planned or not, can be determined for the most part with discussion, preparation, and guidance. But without proper arrangements, there’s no telling who will benefit from all your hard work.
March 18, 2024
Succession Planning
Read Time 4 Minutes

Key estate planning considerations for business owners

When preparing to pass down your business, consider a few questions that may result in a transition that supports the business and achieves other long-term goals.
November 10, 2023

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Huntington Private Bank® is a team of professionals dedicated to delivering a full range of wealth and financial services. The team is comprised of Private Bankers, who offer premium banking solutions, Wealth and Investment Management professionals, who provide, among other services, trust and estate administration and portfolio management from The Huntington National Bank, and licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. Huntington Private Bank® is a federally registered service mark of Huntington Bancshares Incorporated.

Huntington Financial Advisors® is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. The Huntington Investment Company is a registered broker-dealer, member FINRA and SIPC, and registered investment advisor with the U.S. Securities and Exchange Commission (SEC). Huntington Financial Advisors® is a federally registered service mark of Huntington Bancshares Incorporated.

Certain insurance products are offered by Huntington Insurance, Inc., a wholly-owned subsidiary of Huntington Bancshares Incorporated, and underwritten by third-party insurance carriers not affiliated with Huntington Insurance, Inc.

Trust and certain investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated.