Private Clients Lending

With experience representing both "high net worth" individuals, as well as banks focused on lending to such individuals and their families, we bring a valuable perspective to our representation of the "private clients" or “private bank” group for a number of our bank clients. This area includes not only bank lending to individuals and trusts, but also lending to partnerships and limited liability companies owning closely held businesses or engaged in the practice of a profession. We also have experience with equity swaps, derivatives, and other complex financial instruments and products that banks may provide to their private clients to enable them to diversify their assets, minimize risk, and obtain favorable income and estate tax consequences. 

For more information please contact us.

Prior results do not guarantee a similar outcome.

Overview

With experience representing both "high net worth" individuals, as well as banks focused on lending to such individuals and their families, we bring a valuable perspective to our representation of the "private clients" or “private bank” group for a number of our bank clients. This area includes not only bank lending to individuals and trusts, but also lending to partnerships and limited liability companies owning closely held businesses or engaged in the practice of a profession. We also have experience with equity swaps, derivatives, and other complex financial instruments and products that banks may provide to their private clients to enable them to diversify their assets, minimize risk, and obtain favorable income and estate tax consequences. 

For more information please contact us.

Prior results do not guarantee a similar outcome.