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