Wealth Management Services
Private Banking
Your wealth can bring financial management challenges and opportunities. Experience how our personalized approach in working to meet your financial needs, coordinated with your overall wealth management plan, can leave you free to focus on life's most important endeavors.
Banking designed for your complex needs
Our Private Bankers and client support professionals can provide strategic advice and dedicated service for your cash management and financing needs. We strive to understand your personal goals and tailor our solutions to strive to meet those objectives in a personalized and integrated manner. We can provide:
- Personalized service for your day-to-day banking needs
- Residential real estate financing including mortgages and home equity loans
- Securities-based lending solutions
- Advisory lending solutions, including specialized asset-backed loans secured by partnership interests, fine art, yachts, aircraft, and more
Integrated with your overall plan
Our advisory approach to lending and flexible solutions can provide you with a reliable source of funding for business investments, real estate purchases, and unforeseen expenses. We'll work creatively to evaluate your options and can provide lending based on your unique assets—including specialty or illiquid holdings. We can work closely with fiduciary, investment, and insurance specialists to make sure your banking strategies are aligned with the rest of your wealth transfer plan.
Establish a Private Banking relationship for your cash management and financing needs that is integrated with your overall wealth plan.
Contact one of our team members
Jon Coppola
Head of Private Banking
Securities-based Line of Credit
Let our team help you address your short-term liquidity needs with a solution that can complement your overall wealth plan.
Let our team help you address your short-term liquidity needs with a solution that can complement your overall wealth plan.
Advisory Lending
Advisory Lending is our process of understanding your specific financial situation and constructing customized lending solutions seeking to provide you with access to liquidity to meet your goals and needs.
Advisory Lending is our process of understanding your specific financial situation and constructing customized lending solutions seeking to provide you with access to liquidity to meet your goals and needs.