Comerica Business Owner Advisory Services’ key strength is working with business owners to address business and personal wealth management issues that are common to most business owners.

By working closely with business owners and their other advisers (e.g., attorney, accountant, etc.), Comerica’s Business Owner Advisory Services develop strategies to help bridge the gap between business and personal wealth strategies. And whatever the financial priorities, Comerica has the resources and experience to customize solutions and develop a plan for every stage of the business life cycle, while taking personal objectives and goals into account. From banking services and succession planning to legacy and estate planning, Comerica Business Owner Advisory Services takes a full balance sheet approach to aligning business and personal financial needs. The result is a solid plan for the future for your business as well as the security of your family.

Let Comerica Business Owner Advisory Services assist you in aligning your financial goals through customized solutions that address your personal and business/professional wealth management goals, including:

  • Business Succession Planning
  • Managing wealth (wealth planning, investment management, insurance, wealth transfer, philanthropic giving)
  • Managing personal liquidity and cash flow
  • Identifying tax mitigation strategies
  • Growing wealth in an uncertain environment
  • Protecting your assets should you become ill or disabled 

Comerica Wealth Management and

Team Up Again in 2016 for a Comerica Business Owner Advisory Services
Live Webinar Series.

Four webinars presented by professionals from Comerica Wealth Management will be hosted online and will address “what every business owner and wealthy individual needs to know to grow, protect and plan for their business and/or wealth.”

Join Us

Webinar 1:

Legacy Planning:  Shaping Your Financial Destiny and Family Values
Learn More

WHEN: Tuesday, May 3, 2016
12:00 p.m. EST – 1:00 p.m. EST

Watch Replay

Webinar 2:

Charitable Giving and Estate Issues
Learn More

WHEN: Tuesday, June 21, 2016
12:00 p.m. EST – 1:00 p.m. EST


Webinar 3:

Business Succession Planning
Learn More

WHEN: Tuesday, September 13, 2016
12:00 p.m. EST – 1:00 p.m. EST


Webinar 4:

Goals Based Investing
Learn More

WHEN: Tuesday, October 25, 2016
12:00 p.m. EST – 1:00 p.m. EST


Replay of each webinar will be available within 48 hours of the live webinar.

If we can answer any questions, or if you would like to speak with a Wealth Professional, please contact Comerica Business Owner Advisory at 877.888.0958.

Dates and Topics may change without notice.

Comerica’s Wealth Management team consists of various divisions of Comerica Bank, affiliates of Comerica Bank including Comerica Bank & Trust, N.A., and subsidiaries of Comerica Bank including World Asset Management, Inc.; Comerica Securities, Inc.; and Comerica Insurance Services, Inc. and its affiliated insurance agencies.  World Asset Management, Inc. and Comerica Securities, Inc. are federally Registered Investment Advisors.  Registrations do not imply a certain level of skill or training.  Comerica Bank and its affiliates do not provide tax or legal advice.  Please consult with your tax and legal advisors regarding your specific situation.