CALIBRE

Strategic direction. A lasting legacy.

Calibre is a national practice dedicated to serving the unique financial needs of families of multi-generational wealth. Our team of professionals offers expertise in asset strategy and investment management, financial and tax planning, fiduciary and estate administration, banking and credit services, charitable services, and investment custodial services. We work exclusively with families whose financial status requires the use of sophisticated planning techniques, advanced investment strategies and flexible financial information systems.

Our unique perspective comes from significant experience. We take special care to address the specific requirements of each individual family member as well as the entire family’s overall financial strategy.

Objectivity is a core value at Calibre. Recommendations made to our clients result from a collegial think-tank environment that is cultivated and nurtured. Our clients’ best interests guide everything we do. Every product or provider we recommend, including Wachovia, must meet stringent performance and quality standards.

One of the special advantages Calibre offers to clients is our Investment Consulting Service. Through a strategic partnership with Callan Associates, we offer an institutional-quality, independent investment consulting and management platform that provides our clients with access to the “best of class” investment managers in the industry.

At Calibre, we go well beyond traditional private banking to explore the human, financial and social dimensions of significant wealth. We devote considerable time and resources to preparing each generation to be effective stewards of the family legacy.

Calibre is a strategic and objective practice within Wachovia Corporation. This allows us to offer clients our very best independent thinking, while confirming that we have the capital and resources to deliver on our commitments.

For more information about Calibre, visit www.calibre.com.

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