The Private Bank understands senior executives.
When you are leading a company, there is very little downtime. Each day, you are challenged with not only the management of the business, its people and its supply chain, but also with rigorous goals and likely, a board or executive suite. The pressures of your business life and your personal life makes it challenging to focus on your personal wealth building goals, too.
When I retired, I turned to The Private Bank at Commerce Trust for my personal banking and home financing needs then selected Commerce Trust as our investment manager. My wife and I started with another investment manager but became uncomfortable with their approach, advice and personal communication with us. With Commerce we received the same high quality and responsive individual service my company received when I was CEO.
Our Private Banker gave us a completely new dimension in providing convenience and responsiveness to our every banking need. Whether we were in Kansas City, traveling, living in the Southwest, or during our time in other states we continued to use Commerce Trust, and never felt the need to engage with a local bank for service. Commerce Trust made it feel they were right there with us no matter where we lived or areas where we traveled. We feel that working with Commerce Trust is a partnership in meeting our financial goals. We never hesitate to seek advice and service from our private banker, mortgage officer or investment advisors.
-Jim in Kansas City
The Private Bank will build a team of specialists to help you reach your financial goals. Our exclusive program for executives provides convenient access to sound financial guidance now and in the future, that includes:
- Strategic advice to maximize incentive compensation, including bonuses, profit-sharing, deferred compensation, stock grants, options, and restricted stock.
- 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.
- 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.