The Private Bank at Commerce Trust Company understands business owners.
As a business owner, you are always on. With fierce competition, constant change and not enough time, you often feel stretched. Likely, you don’t have enough time to focus on everyday business challenges as well as long-term personal wealth building.
While we cannot give you time back, we can have your back – the same way we do countless other business owners. The Private Bank is here to help you with your personal financial needs from cashflow management to home financing to business exit strategies and wealth transfer.
Think of us as an extension of your team for support and guidance with:
- Loans and lines of credit against securities or privately held stock that can give you access to funds to support your lifestyle and smooth out variable income.
- Home financing solutions to help you upsize, relocate, build, purchase a second home, or tap into the equity in your home.
- Business transition and tax-efficient estate transfer strategies using insurance premium finance.
- Easy access to your funds using our checking and savings options.
- Credit cards and convenience services designed to save you time and money.
- Financial planning, investment management, insurance, and trust and estate services to complete your wealth management strategy.
Mutual funds, annuities, and other investment products: Not FDIC-insured | May lose value | No bank guarantee
Investing involves risk. There is always the potential of losing money when you invest in securities.
Commerce Trust does not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Past performance is no guarantee of future results.
Information or data from third parties is considered to be from reliable sources but is not guaranteed.