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Private Client Lending

We provide our clients with flexible and secure lending options, including personal loans and lines of credit. These financial solutions can be utilized for various purposes such as acquiring real estate, investing in a business, purchasing significant assets, or making gifts to family members. Our dedicated relationship teams collaborate with you and your family to implement financial strategies that align with your objectives.

Lending for Private Clients

Deposit Services

  • Money market and cash reserve accounts
  • Domestic and international wire transfers

Flexible Lending Services

  • Investment lines of credit
  • Swing loans and bridge loans
  • Other personal loans
Benefits of Secured Lending
  • We offer attractive advance rates on widely held, non-restricted tradable securities.
  • Financial statements and tax returns are not required for loans with adequate collateral coverage.
  • Real estate liens may be taken for a client’s tax purposes.
  • Clients may choose to borrow rather than liquidate securities due to tax concerns or timing issues or to take advantage of interest deductions.