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High Net-Worth Individuals

As a high-net-worth individual, you may seek to capitalize on important opportunities such as expanding your business or investing in real estate. Access to sophisticated liquidity solutions is essential in turning these aspirations into reality. To support you in achieving a diverse array of goals, it’s imperative to effectively manage both sides of your balance sheets.

  • We diversify your investments in line with your wealth management strategy.
  • Our aim is to minimize tax consequences stemming from the sale of appreciated investments.
  • We address your unique cash flow needs with personalized solutions.
  • Enhancing your working capital, we provide access to alternative financing and credit, leveraging assets to achieve your business goals, whether it’s acquisition, startup, or expansion.
  • We facilitate the funding of residential and/or commercial real estate transactions, streamlining the process for your convenience.
  • Through our partnership with BNY Mellon | Pershing, you gain access to a range of liquidity solutions.
  • We offer assistance with your financing needs through Pershing’s specialized services.
  • Postillion and BNY Mellon | Pershing provide you access to a diverse range of liquidity solutions tailored to your needs.
  • We assist you with your financing requirements through Pershing’s offerings, including traditional margin lending or LoanAdvance™, a non-purpose securities-based loan.
  • For more intricate lending needs, we collaborate with BNY Mellon’s Private Banking team. This partnership allows us to introduce you to options such as an Investment Credit Line (ICL), jumbo residential mortgage, or additional specialized financing solutions.
  • To delve deeper into these options, please see the services overview for High Net-Worth Investors. For more specific solutions, you can download resources like the Loan Advance Investor Brochure or the Investment Credit Line Fact Sheet.

If you would like to learn more about our services, we invite you to contact us to schedule a get-acquainted conversation.

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