Global Family and Private Investment Office Services
Private Finance and Banking
Contact Our Private Finance and Banking Team
Structured solutions to address your unique financing needs
Benefits
- Attentive to interrelationship of cash flow requirements, tax and estate planning and asset allocation formulas
- Supply flexible financing for purchase/refinancing of real estate, with maturities that consider your overall financial plan
- Strategically use credit without disruption to ongoing asset management strategies
- Monetize illiquid assets such as partnership and LLC interests
- Liquidity management
Key Solutions
Finance- Credit lines
- Letters of credit
- Structured finance
- Margin financing
- Asset acquisition and refinance
- Investment program leverage
- Interest rate swaps
- Aircraft and yacht financing
- Art financing
Banking
- Personal and commercial accounts
- Interest/non-interest checking accounts
- Premium money market deposit accounts
- Treasury management services
- CDs
- Quarterly tax payments
- Foreign Currency Accounts
- Wire transfers/ACH
- Traditional and Roth IRAs
