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September 6, 2023

Are there any membership requirements to become a private banking client?

No formal membership is required. We focus on selecting clients with $100MM+ net worth who we believe will benefit from our highly personalized approach.

September 6, 2023

How do your advisors stay current on tax policies, laws, and regulations?

Through ongoing education, analysis, and access to top specialists, our advisors stay ahead of policy changes to consider the latest rules in their recommendations.

September 6, 2023

What reporting do I receive about my accounts and investments?

Customized online and paper reporting provides a consolidated view of your holdings, performance, cash flow, asset allocation, and more. Access real time data 24/7.

September 6, 2023

How quickly can I get set up with private banking services?

We pride ourselves on providing a fast onboarding experience. In most cases, we can have your core services up and running within 1-2 weeks.

September 6, 2023

Do you advise private bank clients on collecting fine art and other collectibles?

Our art specialists provide collection management advice, assist with acquisitions, and deliver privileged access to select art fairs, galleries, and exhibitions for top collectors.

September 6, 2023

How can I obtain a private bank credit card? What are the benefits?

Our exclusive credit cards offer high limits, special rewards, and premium benefits. Contact us to learn more and see if you qualify based on banking relationships and credit profile.

September 6, 2023

Can you recommend third party experts like accountants, attorneys, and insurance brokers?

Yes, we have deep relationships with top third party experts worldwide and can make personalized referrals based on your specific needs.

September 6, 2023

Do you provide support with my business interests?

Our capabilities include navigating liquidity events, business succession planning, connections to capital markets and institutional banking services to support your business interests.

September 6, 2023

What lending services do you provide for the ultra-wealthy?

We offer tailored lending including securities-backed loans, aircraft and specialty asset financing, business/investment loans, and mortgages for high net worth borrowers.

September 6, 2023

How can I receive investment advice while living abroad?

Our global team provides seamless advisory services wherever you live. Local advisors collaborate closely with your lead bankers to deliver the same level of expertise.