Our Institutional Wealth Management practice delivers the firm’s robust capabilities to family office executives with the advice, experience, ideas and bespoke service of the Private Bank to support institutional level investing.
The Institutional Wealth Management practice delivers the firm's robust capabilities to family office executives with the advice, experience, ideas and bespoke service of the Private Bank to support institutional level investing, lending, philanthropy, financial reporting and custody.
Supporting family office executives and CIOs with institutional resources, access and opportunity for our most sophisticated clients.
The value of experience
Our work with family office executives around the world gives us a unique perspective into the shifting complexities faced by the world’s most successful families. From sophisticated advice on capital structure, liquidity and growth strategies for your operating businesses, to guidance on how to build a thriving, multi-generational philanthropy operation or the latest trade ideas, we connect you with the most sophisticated thought leaders and specialists from across the firm.
We deliver financing solutions for structured and complex credit deals, sports team and stadium acquisitions, personal and investment real estate, business acquisition and unique solutions for art, aircraft and yachts.
Institutional investment platforms
We work across our businesses to bring you timely ideas and global market insights, and deliver it all through access to our prime brokerage platform, direct private placement and co-investment opportunities, as well as a full range of alternative products to support your portfolios and investment goals.
Financial reporting and custody
With a fortress balance sheet, renowned cybersecurity team and commitment to delivering day-to-day support for your operating companies, you can count on us for extensive, aggregated and accurate financial reporting and best-in-class custody services.
Impact with a generational mindset
In creating legacies beyond business success, families from around the world look to us for our impressive track record of evolving contemporary philanthropic models and supporting thoughtful generational wealth transfer.
Family office advisory
Family wealth governance
When a lot of money is at stake, family wealth governance can be critical to family harmony. We can help you put the right policies and procedures in place.
Family wealth succession planning
Transitioning your wealth to the next generation can be complicated. Our Private Bank wealth advisors understand the technical demands and the family dynamics.