Broker Dealers and Wealth Management Firms

 

TriState Capital 3

 TriState Capital

A TriState Capital representative will be happy to assist you - our goal is to
provide you with fast response time
and unparalleled service.

 

Broker Dealers and Wealth Management Firms

Executives and Individuals

Family Offices

Family Office Services

TriState Capital engages in unique partnerships with single and multi Family Offices across the United States by offering a high level of client-driven service with specialized banking solutions to their clients.

We are ideally positioned to help our Family Office clients manage their banking needs with customized lending services, deposit products and highly confidential service.  Our Family Office team has the experience, expertise and capability to analyze complex situations and propose personalized solutions.  

Family Office Lending Services

Family Office Lending Services
  • Loans to Trusts, Partnerships, Family investment vehicles, etc.
  • Hedge Funds, Private Equity and Private Company Stock as part of a collateral package
  • Loans collateralized by marketable securities
  • Asset-based lending
  • Real-estate-based lines of credit
  • Fixed rate options
  • Fixed rate mortgages
  • Short-term bridge loans
  • Business purpose loans
  • VISA® credit cards

 

Deposit Products

Family Office Deposit Products
  • TriState Capital MMDA with jumbo rates
  • TriState Capital Certificates of Deposit