Welcome to The Private Bank, New York City

a picture of buildings in downtown New York City

Realize a Better Path Forward

We combine experience and insights to enable our clients to see their financial future in new ways.

We invite you to schedule an appointment at 917-594-4212

We are located at 150 E 42nd St, 42nd floor, New York City, NY 10017

Working with Us

Your success is our priority. We offer a team-based approach that starts with understanding your needs and developing a plan to help you meet your financial goals.

You benefit from:

  • Custom financial analysis, personalized advice, and comprehensive wealth planning
  • Relationship pricing and discounts
  • Assistance, where and when you need it, through The Private Bank Service Team
  • Our latest thinking: market commentary insights, webcasts, and special reports
  • Access to exclusive events

Our Capabilities

Our goal is to provide high-net-worth individuals and families with personalized wealth management solutions, including:

  • Advice and Planning
  • Investment Management
  • Family Wealth and Culture Services
  • Deposit and Cash Management Services
  • Custom Credit Strategies
  • Fiduciary and Trust Services
  • Real Estate Asset Management
  • Business Owner Advisory Services
  • Social Impact Investing