Private Banking
Edify’s Private Banking service offers high net worth individuals tailored financial solutions with a fiduciary commitment, enhanced by our network of lawyers and CPAs. Our comprehensive approach ensures:
• Credit and Lending: Customized secured, unsecured, and jumbo mortgage solutions.
• Specialized Financing: Art, aircraft, and insurance premium financing.
• Self-Directed Investments: Flexible cash management and IRA accounts.
• Deposits and Payments: Seamless personal and business banking services.
• Escrow Services: Secure transaction and asset management support.
• Digital Banking: Advanced online and mobile banking platforms.
Edify delivers personalized, tax-efficient banking to support your unique financial goals.
FAQ
What is Edify’s Private Banking service?
Edify’s Private Banking offers high net worth individuals tailored financial solutions, including lending, investments, and banking services, with fiduciary care.
What types of lending does Edify provide?
We offer secured and unsecured loans, jumbo mortgages, commercial real estate, art, aircraft, and insurance premium financing.
How does Edify support self-directed investments?
Edify provides flexible Cash Management Access Accounts and Individual Retirement Accounts for personalized investment control.
What banking services are available?
Edify offers personal checking, savings, online/mobile banking, escrow services, and business cash management solutions.
How does Edify ensure fiduciary standards?
As fiduciaries, we prioritize your interests, delivering transparent, client-first solutions with expert guidance from our professional network.
What makes Edify’s Private Banking unique?
Our integration of lawyer and CPA expertise ensures customized, tax-efficient banking and financing solutions tailored to your goals.