Successful wealth management involves more than just your investments. And, it demands a considerable investment in time and resources. That is why as your private banker, I will coordinate with your legal, accounting, risk and investment advisors to work for you in a variety of areas: Depository Services: I will provide you with a comprehensive selection of premium and custom personal and business banking accounts with exclusive amenities and personalized services. Custom Credit: Ready access to credit can be a strategic tool to help further your financial objectives. I provide solutions tailored to your unique requirements, including aircraft finance, custom liquid secured loans/lines, life insurance premium finance, loans to your trusts and companies, equipment loans/leases, owner-occupied commercial real estate loans/lines, unsecured loans/lines, and more. Jumbo/Super-jumbo Portfolio Mortgages and Equity Lines and Investor Commercial Real Estate Finance: I provide custom and traditional financing, including jumbo mortgages, investor commercial real estate financing and more. Corporate and Small Business: In addition to commercial banking and lending services, we provide a full range of corporate services and consultation to help you leverage the power of stock options and specialized tax solutions. Professional Practice: Whether you own and operate a Medical, Legal, Accounting, Family Office, A/E/C, Consulting, Business Management or other Professional Services firm, the ability to successfully balance your practice while performing your specialized skills begins with a carefully integrated plan. Drawing from a full range of business services, we will design a financial strategy that addresses your professional goals as well as your practical requirements.