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If you're running a business, wealth planning can feel like one of those "we’ll-get-to-it" tasks right next to rebranding your pitch deck or finally automating payroll. But here’s a little secret from behind the velvet curtain: the smartest business minds don’t wait for a liquidity event to engage a private bank they do it early.
At Renswick, we’ve worked with founders at every stage from raising seed rounds to ringing the bell at IPO and here’s what we know: private banking is one of the most strategic moves a business owner can make.
Let’s unpack why.
Your business Is your biggest asset. Is it working for you personally?
Founders often pour everything into their company time, capital, emotion but forget to extract value personally. That’s where private banking steps in.
We help you structure things so you’re building personal wealth alongside business value. Think: tax-efficient salary structures, dividend strategies, holding companies, and asset protection that’s as strong as your NDA.
You're making big decisions,You deserve a personal CFO
Business owners are constantly making high-stakes calls: Do I acquire? Expand? Raise capital? Exit?
With Renswick, you get more than a banker you get a financial co-strategist who helps bridge your business goals with your personal roadmap. We'll spot red flags in that investment deal, help you understand the implications of bringing on a new partner, or even map out how a business sale could fund your dream foundation (or vineyard).
The Renswick POV
We don’t believe in cookie-cutter wealth advice. And we definitely don’t think private banking should be something you “graduate into.” It should grow with you, alongside your business, your lifestyle, and your ambition.
So if you’re a builder of brands, of teams, of empires let’s have a real conversation about what comes next.
Spoiler: it’s more exciting (and less stressful) than you think.