Private Banking Solutions
Through our strategic business partners, we provide access to a highly competitive and flexible platform that delivers customized credit solutions such as: Securities-backed lending, Structured loans, Residential loans, Commercial loans
Our experienced strategists are able to structure portfolios to meet needs for liquidity, cash flow, and return of principal. Portfolios can be tailored to meet needs of each client including risk management, industry diversification, and tax considerations.
Executive Financial Services
Executive Financial Services (for business owners, corporate executives, and highly compensated individuals) Through our strategic business partners, we can help you accomplish the following: • Execute Rule 144 transactions • Provide access to Rule 10b5-1 buying and selling plans • Arrange Rule 10b-18 corporate stock buy-back plans • Offshore pensions and deferred compensation plans • Tax consultancy and planning
Single Stock Risk Management We work with strategic business partners to formulate personalized solutions for high-net-worth clients with concentrated, low-basis equity holdings. Our strategic business partners help us to offer hedging, liquidity, and yield enhancement strategies. For clients who are unable or unwilling to sell their equity holdings, we can work to provide solutions to help defer taxes, reduce risk, unlock value, accomplish diversification goals, and provide timing flexibility.
Through our strategic business relationships, clients can obtain direct access to structured notes, which may have partial or full principal protection, leveraged exposure, or above-market income. These notes are designed for clients with low- to high-risk tolerance, depending on the structure, the asset, and the term.