Private Banking for Executives and High Net Worth Individuals

Our private bank clients enjoy the TriState Capital difference – customized lending solutions, innovative and competitive deposit services, and an extraordinary dedication to personalized service.

Our private bankers have the experience, expertise and capability to analyze complex situations and propose custom and flexible lending solutions and deposit, CD, and sweep programs. They are skilled at recommending the credit and deposit products that fit into your overall financial strategy.

 

Lending Services

Exec Indivi Lending Services

At TriState Capital, we anticipate and respond to your personal needs quickly and accurately. We work with you to understand your specific financing needs and to provide customized loans and lines of credit to complement your plans and help you achieve your goals.

 

Our Financing Solutions Include:

  • Non-Purpose Lines of Credit
  • Non-Purpose Term Loans (1-5 year fixed rates)
  • Letters of Credit
  • Short-term Bridge Loans
  • Business Purpose Loans

The Collateral We Accept May Include:

  • Marketable Securities
  • Restricted & 144 Stock
  • Cash Value Life Insurance
  • Hedge Funds
  • Private Equity Investments, (seasoned)
  • Private Company Stock (large companies)
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The TriState Capital Difference

  • Customized banking solutions through a relationship-oriented approach
  • Flexible terms tailored to meet your individual needs
  • Competitive rates
  • Uncommon level of close personal attention provided by seasoned professionals
  • Outstanding service and convenience

 

Deposit Products

Exec Indivi Deposit Products

With TriState Capital’s online personal banking, you will have 24-hour access to real-time account information from the convenience of your personal computer. Online banking includes a bill pay feature for recurring and one-time payments. TriState Capital’s online personal banking is convenient, easy to use, and secure. We are committed to maintaining the confidentiality and privacy of your personal account information.

TriState Capital offers outstanding personal service and flexibility in the following products:

Checking with Interest

  • Competitive rates
  • No fees/monthly service charges
  • Free ATM/Point of Sale transactions with generous transaction limits, which can be customized to meet your specific needs
  • We will assist with transferring direct deposits and automatic payments from your current account to your new Tristate Capital account

Money Market Account

  • Competitive rates
  • No fees/monthly service charges
  • May be linked to your checking account to provide a limited number of automatic transfers in the event of an overdraft
  • Personalized checks available

TriState Capital CD Accounts

  • 3-month to 3-year terms with competitive rates
  • Traditional & Roth IRAs available
  • CDARS®, through which you can access multi-million-dollar FDIC insurance on your CD deposits