We offer our clients flexible, secured lending in the form of personal loans and lines of credit. Proceeds are often used to acquire real estate, invest in a business, purchase a significant asset, or make gifts to family members. Our relationship teams work with you and your family to implement financial strategies that help you achieve your objectives.
Lending for Private Clients
- 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.