Private
Banking Services
We
will coordinate and provide sophisticated solutions for high net worth clients.
Our highly personal team approach, combined with our vast array of advisory
and financial services can save you time, money and make your life easier.
Who
can benefit? High net worth families and individuals with a minimum of $250,000 in investable
assets.
What
is offered?
- Investment Services
- Our Private Bank partnerships gain
you access to Counsel Trust's expertise in customized portfolio management,
fixed income, and alternative investments in a single relationship with
your traditional banking services.
- Customized Credit Solutions - Benefit
from our access to banking partners that can provide extensive credit resources
and specialized lending experts.
- Advisory Services - Specialized
advisors consider your entire financial picture to develop customized solutions.
- Trust
and Wealth Transfer Services - We offer a broad array of fiduciary
services and can represent your interests for as long as you desire —
today, tomorrrow and generations from now.
- Banking
Services - Access to simplified checking, savings and money market accounts,
from our banking partners designed to help you integrate your day-to-day
financial affairs.
Learn
more about our Private Bank product and service partnerships by contacting your relationship manager.
