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PRIVATE BANKING
Our approach to lending and flexible solutions can help you obtain the credit you may need for liquidity and other cash flow needs.
Potentially gain liquidity without disrupting your wealth plan
CUSTOM CREDIT CONSIDERATIONS
Our personalized approach to lending allows you to explore liquidity solutions with your comprehensive wealth plan in mind.
Uses for custom credit
Custom credit can provide you with a reliable source of funding for business investments, real estate and lifestyle purchases, tax liabilities, and unforeseen expenses.
Our approach
We gain an understanding of your personal and business goals, sources of income and cash flow needs, and any specialty assets and illiquid holdings before recommending solutions.
A holistic view
We work closely with your wealth advisor to fully understand what liquidity solutions would be appropriate for your specific situation and in coordination with your wealth plan.
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EMERALD GEMS
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Explore our full range of services for your holistic wealth management needs:
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Jon Coppola
Head of Private Banking
