New York NEW YORK

(212) 464-0203 Contact Number

270 Park Avenue

New York, NY 10017

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Meet our team in New York City

In New York, we bring together financial acumen and regional insight to support your goals in a city defined by legacy, innovation and opportunity.

Let’s grow with New York’s momentum

We’re here to help you achieve all you envision, with guidance for every stage of your financial life.
Connect with our team
Our New York team is proud to serve clients in a region renowned for its global leadership and financial influence. We understand that opportunity moves quickly here, and we’re here to help you keep pace. Our specialists take the time to understand your unique goals and can open doors to new possibilities with tailored strategies. Whether you’re focused on growing, preserving or transferring your wealth, we’re here to guide you every step of the way.
 
 
 
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Planning and advice that grow with you

Taking a holistic view of your lifestyle and wealth goals, a handpicked team of specialists from across the firm will partner with you to build a comprehensive plan shaped around your unique needs. With a legacy of serving some of the world’s most prominent individuals and families across generations, we can craft strategies informed by data-driven research and a deep understanding of your world.
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Lending strategies shaped around you

Realize your biggest ambitions with our powerful and flexible lending strategies. Whether you’re planning an acquisition, expanding real estate holdings or simply looking to access capital without disrupting your portfolio, we can help you structure credit in a way that supports your vision.
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Investing in your future

At the Private Bank, we help you craft portfolios around what matters most to you. Working closely with you to develop strategies that align with your goals, our approach is built on deep research, access to exclusive opportunities and a clear understanding of your vision. Our experienced specialists can help you invest with purpose and confidence.
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Private banking that’s powerful—and personal

Our private banking clients enjoy unmatched access to our firm’s powerful global resources, as well personalized guidance to help navigate them. For the past seven years in a row, Global Finance Magazine has named us “Best Private Bank in the World” in recognition of our unique dedication to excellence on behalf of every client.*
*Global Finance Magazine, 2026. Awards or rankings are not indicative of future success or results. Click here to learn more about third-party award selection criteria and other important information.
Philanthropy Nov 20, 2025

Act now: 3 key steps for your giving before tax changes take effect

Let’s build something lasting—connect with our Private Bank team in New York today.