Private Banking

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

Custom private banking services
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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


For The Private Bank products and services Contact Us