Practitioner workshop | Session 1: What’s Right for Your Business? A Peek Inside the Investment Advisory

Universal banks offer a wide range of financial solutions—from short-term lending to venture debt and from liquid money-market instruments to tailored investment portfolios. But which option is right for your family business in today’s complex financial system? This engaging session walks you through a typical investment advisory conversation, showing how an open, detailed dialogue with your bank advisor—touching on goals, cash flow needs, preferences, constraints, and risk limits—can lead to better, more personalized recommendations.