Differentiate your private bank with comprehensive foundation solutions.

For Private Bankers partners with leading private banks to integrate philanthropic foundations, advanced tax-exempt structures, and legacy planning into your core offering. In collaboration with Tax Exempt Hero, we help you deliver a distinctive, holistic experience UHNW clients expect without adding operational complexity to your team.

The new standard for UHNW relationships

Why integrate foundation banking into your private bank.

Ultra-high-net-worth clients increasingly expect their primary bank to orchestrate not only investments, but also philanthropy, legacy planning, and impact structures. Yet many banks still rely on ad-hoc referrals, fragmented providers, and manual workflows that dilute the client experience and introduce risk.

For your clients

Integrated philanthropic, investment, and legacy strategy
Transparent structures aligned with tax and legal counsel
Reduced friction vs. managing multiple external providers

For your bank

Stronger retention of multi-bank UHNW relationships
Differentiated advisory model that stands out in RFPs
Scalable expertise without building a new internal team

Risk & governance

Clear roles vs. external legal and tax advisors
Documented processes for complex structures
Consistent, repeatable client experience across teams

A scalable model for your institution

Designed for heads of private banking, UHNW desks, and product leaders.

How we partner with your bank.

Map your current UHNW and family office segment to identify priority relationships.
Define a clear engagement model between the bank, For Private Bankers, Tax Exempt Hero, and existing advisors.
Create repeatable playbooks, talking points, and materials for RMs and bankers.
Pilot with a small set of clients before scaling across markets.

Benefits across your organization.

Product & Strategy: A differentiated, defensible pillar in your UHNW proposition.
Relationship Managers: Higher-quality conversations that deepen wallet share.
Compliance & Risk: Clear documentation, boundaries, and expert partners.
Brand & Communications: Authentic stories of impact and stewardship.

Download the partner kit to see sample client journeys, implementation timelines, and example collaboration models with Tax Exempt Hero.

Frequently asked questions

What private banks ask before partnering with us.

How does For Private Bankers work with our existing legal and tax advisors?

We do not replace your clients’ legal or tax advisors. Instead, we coordinate with them to design and implement foundation and tax-exempt structures that align with their advice and your bank’s policies. Our role is to bring specialized expertise, implementation experience, and a repeatable process that your bankers can rely on.

Can we offer these solutions under our own brand?

Yes. Our work is typically structured as a white-labeled or co-branded capability, depending on your preferences and regulatory environment. In all cases, your bank remains at the center of the client relationship, with For Private Bankers and Tax Exempt Hero as specialist partners behind the scenes.

What types of clients are the best fit?

We focus on UHNW individuals, families, and family offices who are already engaged in philanthropy or are planning major liquidity events, transitions, or multi-jurisdiction planning. The partner kit includes criteria to help your teams identify high-impact opportunities in your existing book.

What is the typical implementation timeline?

After an initial consultation, most banks start with a 6–12 week pilot focused on a defined client segment or geography. During this period, we align on governance, create materials, train key teams, and support a small number of flagship client engagements before scaling more broadly.

How do you charge for your services?

Commercial models vary based on the scope of services, markets, and volume. We can work on a project basis, ongoing advisory retainer, or structured fee-sharing where appropriate. The partner kit outlines example models, and we refine them together during the consultation.

Not Sure Where to Start?

Get Your Partner Kit Here

Talk to a Specialist

Book a 20-minute collaboration call and get your questions answered.

Our Guarantee

Administrative Accuracy Guarantee: If an IRS issue is caused by our preparation, we fix our work at no extra service fee.

What We Do

We provide administrative preparation and educational support. We do not provide legal or tax advice. 990-PF tax return preparation is coordinated through our partner CPA network.