Private Banking
Exclusive service and tailored financial solutions for high-net-worth individuals and families.
Dedicated Relationship Management
Receive personalized attention from a dedicated Private Banker...
Your Private Banker Provides:
- Proactive advice and strategic planning
- Coordination with wealth advisors, trust officers, and other specialists
- Access to exclusive events and insights
- Responsive service for complex requests
Customized Banking & Credit Solutions
Benefit from premium banking services and sophisticated credit solutions...
Offerings Include:
- Premium checking and deposit accounts
- Customized lending solutions (e.g., securities-based lending, specialized mortgages)
- Enhanced credit card options with premium benefits
- Foreign exchange services
Integrated Wealth Management
Seamlessly integrate your banking with comprehensive wealth management services...
Holistic Approach:
- Coordinated strategy across banking, credit, and investments
- Alignment with your long-term financial goals
- Access to the full resources of Cumulus Bank Wealth Management