Private Banking

We develop tailored banking strategies, solutions, and advice customized to your individual circumstances and plans.

Custom private banking services

As a client of The Private Bank, your dedicated private banker partners with a team of specialists to help you meet your financial needs and goals as part of a wealth plan, and provides you access to:

  • Custom credit strategies and solutions
  • Deposit and cash management services
  • Competitive rates and relationship-based pricing

Strategic borrowing may enhance your wealth plan by helping you:

  • Optimize cash flows and income
  • 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 financial planning goals while preserving personal liquidity

Whether you’re in need of a loan or a line of credit for everyday purchases, or a custom solution to finance commercial real estate, a private aircraft, or life insurance premiums, you can depend on your private banker to help you meet your goals.

Designed with your preferences in mind, we offer:

  • Convenience, flexibility, and control to help you manage everyday cash flow and bill payments
  • Online services including remote deposit, credit management, money movement, and secure account management solutions
  • State-of-the-art online security and mobile access 24/7
As a client of The Private Bank, you have access to a range of premier checking and savings accounts that provide exclusive features, benefits, and competitive rates.
We can provide real estate financing options to help you purchase or refinance:

  • A primary residence
  • A secondary residence
  • A commercial investment property such as an apartment complex, shopping mall, office space, or retail property

Our team can help you manage:

  • Interest rate risk: for protection against future rate increases associated with floating rate loans
  • Foreign exchange risk: for protection against foreign currency fluctuations, such as having foreign-denominated assets or a mortgage on a property overseas 
  • Liquidity risk: for protection against short-and long-term liquidity risks associated with unforeseen events, business succession planning, estate planning, and wealth transfer

Dedicated services for law firms and partners  Go to Legal Specialty Group page

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