Your wealth management banker provides or works with a team of specialists to deliver custom lending solutions to meet your complex borrowing needs and help you:
- Optimize cash flow to provide greater efficiency, flexibility, and convenience within your plan.
- Increase tax efficiencies while preserving and growing your wealth.
- Finance purchases while avoiding depleting your cash reserves.
- Manage investment allocations to seek asset diversification and lower portfolio risk.
- Realize estate planning goals, such as efficient asset transfer between generations, while preserving personal liquidity
When traditional lending products and services are not adaptable enough to address the complexity of your situation, your wealth management banker can provide access to custom lending specialists who can provide specialized financing, including:
Liquid Secured Financing
Complex Investor Real Estate Term Loans and Lines
Alternative Assets Secured Credit
Fine Art Secured Lending
Semi-Liquid And Custom Illiquid Securities Financing
Life Insurance Premium Financing
Employee Stock Ownership Plan Monetization Loan
Aircraft Financing