Family Office Services

TriState Capital understands and works creatively 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 financial asset 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

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)

 

Deposit Products

Family Office Deposit 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