The legal profession is challenging and demanding. You don't always have time to devote to making important financial decisions that affect you, your family and the success of your practice.
Let us help you
Your Private Wealth Advisor will work with you to understand your personal and professional financial needs and goals to create a customized wealth management strategy so that you can spend your time enjoying what is most important to you.
We provide customized services for your practice that are designed to increase productivity and help increase cash flow. These services include:
- Credit and financing strategies including working capital lines of credit and partner capital contribution loans
- Cash management services, including SinglePoint®, an integrated suite of treasury management services in a single internet site
- Risk management to help reduce exposure to fluctuations in interest rates or foreign currency
- Investment management to help manage excess cash or longer-term goals. Get more details on wealth management services for professional service corporations
- Tailored loans and lines of credit to make a special purchase, take advantage of unexpected opportunities or leverage your assets for additional liquidity
- A full range of deposit products
- Wealth planning services customized to accommodate different levels of need and interest
- Investment management and trust services tailored to your unique situation and objectives
Our Private Wealth Advisors welcome the opportunity to help you work toward your personal and professional goals.