When Do You Need a Private Banker?
If you are a physician, attorney, an executive or simply an individual with a high level of income or sizable assets, chances are, you could benefit from having your own dedicated Private Banker.
A Private Banker
provides banking
,
investment and other financial servicesto high-net-worth individuals (HNWIs). Having a dedicated financial professional can help simplify your complex life, if you fall into the category referenced above. Managing your specialized
personal and business banking needs is the sole purpose for a Private Banker.
Busy clients can also appreciate having a Private Banker who is available 24/7 to provide concierge services in managing assets and coordinating day-to-day transactions.
Your Private Banker is a skilled, perceptive professional who can assist you with your banking swiftly, expertly and in total confidence. They will get to know your unique circumstances and work with you to customize the best banking services for your day-to-day borrowing and cash management needs.
Private Banking services are available at no cost to clients with:
- An individual income of $175,000 or household income of $250,000
- Or $500,000 in liquid assets with our bank
How a Private Banker Can Help
A Private Banking team is ready to help you with a variety of banking needs, including:
- Coordination of all specialized banking services including Commercial Lending, Treasury Management Services, credit card products, Online Banking, Mortgage Lending, Wealth Management Services and more.
- Prompt attention to your daily banking needs.
- Personal assistance with credit requests
- Interest-bearing checking & money market accounts
- Certificates of deposit & CD secured loans
- Reward credit cards
- Cash surrender value of life insurance loans
- Loans secured by marketable securities
One successful cosmetic surgery practice owner shares how his Private Banker made all the difference when he and his partners needed a business loan:
"My Private Bankerand our bank have been a big part of our story. When it comes to achieving our next goal, like building out a new facility or taking out loans for enormously expensive equipment, our bank trusts us. It takes the best to deliver the best, and our banker and our bank help us make this statement."
Your Private Banker can assist you with all of your financial needs from start to finish.
Your time is limited. Consider partnering with a Private Banker who can offer you a responsive, personalized service, expert advice, and innovative banking solutions to help you, your partners, and your firm prosper.
Even handling the paperwork to switch accounts and banks can be an easy process with the help of a Private Banker. You can leave the details to your dedicated financial expert, while
you continue to focus on what you do best.
Interested in speaking with a Private Banker
at Atlantic Capital today? Click here to learn more.