Personal Finance and Credit Lending Solutions


Take full advantage of your borrowing power.

With wealth comes opportunity. Whether you’re pursuing an investment, acquiring new assets or managing your liquidity, we can help you create a strategic borrowing plan that’s aligned with your vision.


As new opportunities and liquidity needs arise, your dedicated Private Banker will work closely with a team of credit specialists to evaluate your options and create custom credit solutions to suit your unique situation.

Our Services1

Real Estate Lending

Leverage market insights and industry expertise to properly finance your next investment property or increase your real estate holdings.

Home Equity Financing

Leverage a revolving line of credit for ongoing projects or expenditures.

Portfolio Secured Lending

Create the liquidity you need without disrupting your investment strategy.

Life Insurance Premium Financing

Protect your legacy by leveraging the cash value of your life insurance policy to cover costly insurance premiums.

Specialty Financing

Purchase big-ticket items like a yacht, an aircraft, or fine art using tailored financing structures that meet your short- and long-term cash flow needs.

Business Operating Lines of Credit

From revolving business equity lines to asset-based lending, take advantage of opportunities to grow your business.

Partner Capital Contribution Loans

Our customized equity contribution loans are adaptable to the most complex firm requirements and planning.

Charitable Pledge Financing

Maximize your nonprofit's borrowing capabilities through pledged financing facilities.

Fulfill your vision with a personalized Private Banking relationship. Enter your information below.

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1All loans, lines of credit, credit cards and other types of financing are subject to credit approval. Home equity lines of credit are not available in Texas. Aircraft loans are offered through First American Equipment Finance, a subsidiary of City National Bank. Additional terms and conditions apply.