Solutions for Significant Life Events

Comerica's experienced Wealth Management team works closely with our clients and their families to provide solutions to prepare for and meet their short-term financial needs and future financial goals. Frequently those events are planned for, a business sale, but sometimes they are not, a death or divorce.  In either circumstance, you need a bank that understands your needs and has capabilities to meet your objectives.

Business Sale/ Gifting Services:

  • Financing available for transition to next generation or new ownership
  • Advanced financial planning strategies to minimize taxes
  • Comprehensive wealth plan including review of estate documents and insurance policies
  • Investment Management and Trust Services

Life Insurance Premium Financing Solutions:

  • Annually advancing/increasing term loan
  • Fully funded premiums up front via floating rate bond issuance

Estate Settlement Services:

  • Expedited distribution of your assets according to your estate planning documents

Divorce Settlement Capabilities:

  • Creative financing solutions to fund settlements and avoid unwanted asset liquidations
  • Cash flow planning to help clients meet their future goals

Comerica Wealth Management

Since 1849, Comerica has been raising the expectations of what a bank can be by delivering a higher level of wealth management that nurtures lifelong relationships with unwavering integrity and financial prudence to help meet the needs of our clients.

Comerica's comprehensive, team-based approach to wealth management is designed to bring your full financial picture together, allowing us to provide first-class expertise, tailored solutions and personalized service to help you accomplish your goals.

From legacy planning to wealth preservation, asset management to specialized financing, our team of dedicated advisors, planners and strategists works hand in hand to create a balanced road map for your financial future.

For more information contact your local Comerica Wealth Advisor, comerica.com/wealthoffice.