As a member of our Private Client Group, you will belong to an exclusive group of clients who get access to premium products and services. Enjoy an elevated wealth management experience centered around you. Your goals. Your family. What you want to achieve in life. We work to help you achieve your goals with a unique strategy built on both protection and growth.
Key benefits of Private Client Group Membership include:
- Premium high-net worth products, services, and solutions
- Personalized service from our partner firms
- Enrollment and membership at no additional cost
Personalized investment management solutions
You will have access to custom, as well as turnkey, investment management solutions providing you with an extensive menu of wealth management solutions, allowing for an investment experience tailored to meet your needs and goals.
Alternative Investments
With the potential to improve portfolio returns and diversification, you will have access to a collection of high-quality Alternative Investments such as Private Equity, Private Credit, Hedge Funds and Real Estate Investment Trusts (REITs). We have screened and selected investment solutions to be made available for our eligible Private Client Group members.
Structured products
Structured Notes can be an opportunity to add protection to your portfolio while maintaining your overall risk and return profile. Our lineup of Structured Notes is carefully curated by our Due Diligence Team to ensure you are offered only the highest quality investments.
Securities-Based Line of Credit
This unique solution can help keep your assets working while providing you with access to liquidity without disrupting your investment strategy. Whether it’s for real estate, a significant luxury purchase or a business expense, this credit line can help provide peace of mind for unpredictable liquidity needs.
Cash management offerings
You will have access to a variety of high quality, liquid products at competitive rates of return. An effective cash management strategy may provide many benefits including stronger portfolio performance and lower risk while ensuring you have the ability to meet your ongoing liquidity needs.
Trust Services
Trusts can allow you to customize the management of your assets according to instructions set forth in the trust while handling issues related to unique family dynamics and special circumstances. If you currently have a trust or would like to create one and have a third party administer it, our Private Client Group offers access to expert trust administration services provided by some of the nation’s most highly regarded trust companies.
Jumbo Mortgage solution
Whether you are borrowing to purchase a single-family home, condominium or co-op as a primary residence, or a vacation home, you will have access to a mortgage specialist who can provide innovative and flexible Jumbo Mortgage solutions, with features specifically designed for your unique goals.
Philanthropic Solutions
Charitable giving can be a fulfilling way to give back to your local community or a cause you stand behind. We can provide creative solutions to help meet your philanthropic needs by incorporating charitable giving into your overall financial and investment strategy.
Business owner solutions
If you’re a business owner, you might benefit from our additional financial programs and expertise. We offer our Private Client business owners access to solutions such as business exit planning and mergers and acquisitions support.
Discounts & deals
Preferred pricing and rates on goods and experiences, including discounts on hotels, family activities and car rentals.1
