some firms focus on what you re worth. we focus on what you value.

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1 TELEPHONE some firms focus on what you re worth. we focus on what you value.

2 the rainier group The Rainier Group, Inc. is a national firm with a long-standing history of helping business owners and affluent individuals achieve their business transition and wealth management objectives. Using a combination of consulting and wealth management expertise, coupled with Rainier s Experior proprietary financial modeling system, we help clients clarify complex issues, evaluate innovative solutions, then integrate business, family and personal financial strategies to achieve superior results. Rainier Group consultants have concentrated experience with the issues that affect successful private business owners and affluent individuals. In addition to this expertise, we are skilled in working with the client s team of advisors to implement the client s decisions. some firms focus on what you are worth. we focus on what you value. W e Are powered by relationships and defined by values We are committed to doing the right thing for our clients. We judge ourselves and our success by our client s satisfaction with the results. W e Create Trusted partnerships and tailored solutions We respect and honor what our clients value. We employ a straightforward, no-nonsense approach and deliver smart, creative and innovative solutions. Our business is finance, our passion is people We are intensely service oriented and committed to developing deep, trusted client relationships. We are invested in safeguarding what matters most to clients.

3 business advisory services After decades at the helm of a successful enterprise, business owners often face two of the most important decisions of their careers: What do I want my future relationship with this business to be? How do I best accomplish my personal and business objectives? The decision to transition ownership and/or management of a business may significantly affect lifestyle, family members and employees. Most owners encounter these decisions only once in their lifetime. What looks like uncharted territory is a road we consistently navigate with clients. Since 1988, we have helped hundreds of business owners and their families answer these questions and address seemingly unsolvable issues. we offer trusted partnerships and tailored solutions. BUSINESS OWNERSHIP TRANSITION While each situation is unique, our experience and process enable clients to determine the best courses of action to meet their specific business and financial objectives. MANAGEMENT SUCCESSION Management succession planning matches the future leadership and operational management requirements of an organization with the skills and aspirations of the internal or external successors. Corporate consulting Essential components of a successful ownership transition and management succession include governance, key employee retention strategy and business valuations. We have learned through decades of experience that the integration of these planning areas is critical to long-term business success.

4 wealth management services Sophisticated, comprehensive wealth management for the affluent individuals and their families. WEALTH ADVISORY Rainier s Wealth Advisory Services is far more than financial and investment planning advice. We help you clarify your objectives, create a coordinated life plan and implement your decisions. We provide objective fee-based advice to help you achieve your personal, family and estate goals. We assist in solving complex financial matters, including: Personal cash flow and asset management Investment portfolio management Family governance and mentoring Philanthropy and charitable giving Estate distribution and tax strategies we believe the real value of wealth is what you do with it. INVESTMENT ADVISORY We are stewards of your financial security. We provide sophisticated, customized and objective advice using time-honored and modern principles of investing. Our advisors are intelligent, seasoned and passionate managers who focus on both the return and risk side of performance. Our aim is to produce competitive risk-adjusted returns, protect principal in bear markets and participate in up markets. OUR PHILOSOPHY Our belief system is rooted in a keen understanding of our clients beliefs. Because of this, we provide objective advice employing industry-recognized managers in all asset classes. We believe in portfolios customized to your unique objectives, supported by our Experior financial modeling platform. We employ an institutional approach to portfolios, optimizing return against risk through the use of both traditional and alternative asset classes. The result is a fully diversified portfolio one that stands the test of time and delivers results regardless of the prevailing economic environment.

5 family office services Family Office Services provides comprehensive wealth management strategy that is customized to each client s personal, financial and family goals. The Rainier Group s seasoned and skilled advisors understand that multiple disciplines must be coordinated when managing one s life strategy, including risk management, complex assets, philanthropy and family decisions. The complexity and pace of modern life can be overwhelming and confusing. Rainier Group s wealth management leadership provides uncompromising clarity and lasting solutions to ensure that your unique legacy carries on into the future. The Rainier Group provides the experience, oversight and leadership necessary to coordinate and protect what you value. Our Family Office Services professionals ensure your resources support your aspirations and your situation is optimized. We embrace your values and use our expertise to assemble and implement a coordinated global strategy that supports you now and in the years ahead. Wouldn t it be nice to know you can relax and enjoy what you have worked so hard to create? Trust Services Family Mentoring Philanthropic Planning Investment advisory Your Wealth Management Strategy Financial Management Tax coordination Risk Management BOTTOM LINE, WE BRING YOU PEACE OF MIND that comes from KNOWING YOUR WEALTH IS WELL COORDINATED. Let Family Office Services work together with you to understand, manage, preserve and promote your legacy. preserve what matters the most At the Rainier Group, we believe that a client s identity, history and legacy guide his or her thinking, motivations and decisions. It is therefore incumbent upon us to discover these values and understand the vision to effectively craft a customized strategy. A strategic plan serves as the cornerstone to coordinate and manage a client s affairs. Our planning process provides access to proprietary information and tools that are delivered by Rainier s seasoned professionals. Family Office Services is a comprehensive service to meet your primary goals and objectives. As your advisors, we conduct every stage of implementing your strategy by applying our decades of wisdom, knowledge and experience. We strive to deliver the peace of mind that comes from knowing your wealth is well managed. * certain services will be provided by Rainier Group resources and others through select third parties.

6 investment consulting services Many institutional and individual investors are unsure if their current portfolio strategy is aligned with their growth requirements. Today s complex financial environment requires unbiased advice, fee transparency, performance monitoring and a dynamic strategy to optimize investment performance and manage risk. Rainier Group s seasoned investment consultants deliver objective fee-based advice to institutional and individual investors and provide a brand of guidance synonymous with having one s own talented quarterback lead the retirement or personal investment strategy. Rainier s consultants apply decades of experience and utilize proprietary analytical tools to carefully scrutinize portfolio holdings, managers and investment allocations to craft strategies that meet the investor s risk and growth objectives. wealth only matters if it keeps your dreams alive. bank advisory services Since 1995, the Rainier Group has successfully delivered its expertise in business transition and wealth management to Fortune 500 regional banks and their clients. Rainier s decades of experience in consulting private business owners and affluent individuals has provided regional banks with a distinct competitive advantage among their peers. The Bank Advisory Services program provides unique capability focused on adding value and deepening relationships with commercial clients. PROGRAM OVERVIEW Bank Advisory Services provides banks with the consulting capacity to capitalize on relationships with owners of large private businesses. This consulting capability provides bank clients with the ability to plan and implement the following: Ownership transition Management succession Corporate consulting