Integrate your banking and lending with your overall wealth plan
PRIVATE BANKING
Your level of wealth may require financial solutions that extend beyond traditional banking and lending. Let’s work creatively together to evaluate options based on your specific assets and expectations.
Explore our flexible lending solutions
PRIVATE BANKING
Our approach to lending and flexible solutions can provide you with a reliable source of funding for business investments, real estate and lifestyle purchases, tax liabilities, and unforeseen expenses. We first gain an understanding of your personal and business goals, your sources of income and cash flow needs, your specialty assets and illiquid holdings, and your wealth transfer plan before recommending tailored liquidity solutions.
When you need liquidity to take advantage of new opportunities or meet unplanned expenses, an SBL may offer quick access to liquidity by leveraging your eligible securities as collateral. By leveraging rather than liquidating a portion of your portfolio, an SBL can provide funding for a wide variety of personal or business needs while keeping your overall investment strategy intact.
If you’re looking to make a significant lifestyle purchase, our team can help you assess the most suitable financing options and help you evaluate the nuances of each type of item you hope to obtain. We will look at purchasing, refinancing, holding, and eventually transferring aircraft, yachts, cars, investment real estate property, fine art collections, and others.
In addition to our high-net-worth residential mortgage for our Private Banking clients, our financing options include our CHOICEquity line of credit, which provides the flexibility and convenience of a revolving line of credit and a loan in one account. We also offer our M&T Signature Credit Card with no annual fee, no foreign transaction fees, and the option for expedited delivery at no cost. Your custom credit advisor will work with you to explain all terms, fees, and other details regarding our lending offerings.
Please see important disclosures about Private Banking service offerings below.2
Our approach
Banking designed for you
Our premium deposit accounts and credit cards, cash management, and mortgages are designed to suit your complex needs and level of wealth
A team that understands your needs
By having a clear vision of what you hope to achieve, your Private Banking team works to deliver a customized and personalized level of service
Integrated, focused guidance
Your custom credit advisor works in tandem with your entire wealth team, collaborating to be sure that your financing strategies are aligned with the rest of your wealth plan
Have a Wealth Management question?
We want to hear from you! Get in touch with one of our Wealth Management professionals today.
FROM OUR EXPERIENCED TEAM
“Our consultative process manages balance sheets to see that your short-term funding strategy complements—not competes with—your overall long-term wealth management goals. When you come to us with a liquidity challenge, we have a conversation to determine the right solution that’s tailored to your particular circumstances.”
Jon Coppola
Head of Private Banking
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Jon Coppola
Head of Private Banking
Wilmington Trust, N.A
