The Personal Touch: Reach Your Financial Goals with Private Banking Services
In today's complex financial landscape, businesses and individuals alike seek solutions that can address their immediate needs while supporting their long-term goals. Private Banking stands out as a comprehensive service for personal financial management and can work in conjunction with commercial banking to serve all of your financial needs.
From around-the-clock responsiveness to tailored banking solutions, Private Banking offers personalized resources and exclusive benefits. Our team is made up of dedicated relationship managers who work closely with you to navigate your short- and long-term goals. By working with a Private Banker, you can enhance how you handle your funds through the expected and unexpected in your lifetime financial journey.
Personal and Professional Accounts Under One Roof
Housing your personal private banking and your commercial banking at the same financial institution can streamline financial management and provide a comprehensive view of your overall finances. This integration can enhance service offerings, such as preferential rates and tailored financial solutions. Additionally, hosting both types of accounts at one institution fosters a deeper relationship with your bankers and service team, who gain a holistic understanding of your financial needs and goals. This heightened insight leads to more personalized and proactive service, optimizing both your personal and business financial strategies.
Wealth Management Collaboration
Through expert financial planning, Private Banking services can help you manage your assets, optimize your investment strategies and plan for future growth. From market fluctuations to operational hazards, Private Banking works closely with the Wealth Management team to offer sophisticated risk management solutions that protect your assets and mitigate potential threats. This includes strategic asset allocation and crisis management support that fit you and your family’s unique needs and situation.
Succession Planning
Effective succession planning is crucial for preserving wealth and ensuring a smooth transition of leadership for any business owner and their family. Private Bankers create strategies surrounding estate planning, trust management and tax optimization and connect you to specialized teams to help you facilitate the transfer of wealth and business ownership to the next generation. This helps secure your legacy, ensuring that your business continues to succeed under new leadership. Working with a team that is with you every step of the way and has a full understanding of your goals allows you to create the best fit succession plan for everyone.
How Enterprise Can Help
Enterprise Bank & Trust offers a responsive, accessible and dedicated team to help you manage everything from day-to-day bank transactions to major changes in your business and personal life.
Whether you need to quickly access money for an emergency, or send funds to a family member traveling abroad, our team is available after normal business hours to support you. By safeguarding your personal assets, Private Banking provides peace of mind, allowing you to focus on your loved ones and your core activities, knowing confidently that your finances are in order and working for you.
Enterprise’s Private Banking services offer a level of exclusivity and access to unique financial products that are not available through traditional banking channels. This includes high-yield investment opportunities and financial products tailored to your specific needs. These exclusive offerings can significantly enhance your wealth-building strategies, providing opportunities for higher returns and greater financial growth.
For Private Banking clients, Enterprise offers:
- Highly accessible team of experts
- Dedicated priority client phone line
- Online and mobile banking with potential higher limits for services including remote deposit
- Competitive rates
- Convenient and free cash access to your accounts at over 55,000 Allpoint ATMs nationwide plus monthly reimbursement for domestic ATM surcharges outside our network
Complimentary services include:
- Domestic incoming and outgoing wires from a Private Banking account
- Wealth consultation
- Checks, money orders and cashier’s checks
Whether you are looking to organize your finances, protect your assets or secure your legacy, consider housing your private banking and commercial banking services under one roof to gain comprehensive expertise that can help you achieve your personal and professional goals.
