Capital Advisory & Banking Services

We understand that families and family offices have complex balance sheets and non-traditional revenue and cash flows. Our Capital Advisory specialists work closely with you and your team of advisors to customize financing in line with your specific needs and liquidity requirements.

We also understand that our clients expect to transfer funds easily between various personal, trust, and business entities, and execute domestic and international wires on a regular basis. As an affiliate of global leader BNP Paribas, with locations in over 80 countries, we provide seamless banking, foreign exchange and credit services.

Securities-Based Lending

Securities-Based Lending

  • Lines of Credit Secured by Marketable Securities
  • Revolving & Term Facilities
  • Concentrated Stock Lending
  • Restricted/Insider Stock Lending
  • Margin Lending

Credit Solutions

Credit Solutions

  • Mortgages & Refinancing
  • Home Equity Loans & Lines of Credit
  • Construction Lending

Customized Financing

Customized Financing

  • Secured & Unsecured Lines of Credit
  • Interest Rate Hedging
  • Cross-border Financing
  • Loans for Wealth Transfer Strategies
  • Yacht and Aircraft Financing

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