Private Client Group

Private Client Group consists of High Net Worth (HNW) Qualified Purchasers (QP) who have more complex financial situations. Our Private Client Group benefits by having access to Private Investments and Private Banking with our Family Office Approach.

Private Investment Access


Our industry connections and ability to customize opportunities that fit individual client needs allow us to continuously source new private opportunities. These private opportunities include private debt, private equity, private real estate and hedge funds which are not available to the general public.

Private Banking


Our private banking solutions make it easy for our clients in non correlated assets to track capital contributions, distributions received, and the ability to send wires with ease. In select scenarios clients will be able to use a Securities Backed Line of Credit (SBLOC) to leverage their funds for private opportunities.

Family Office Approach


Every part of our Private Client Group relationship is tailored to meet our clients individual needs including customized reporting, access to other industry experts, and more.