Protect your assets with the best private banking and custody providers
Private banking combines established banking practices with new realities of macroeconomic conditions and disruptive market forces. As it is vital for family offices to create a partnership with a banking provider, their structures impact their banking needs. The top emerging banking needs are custody, transaction, credit, trust and fiduciary services, and unified reporting and treasury.
Gain access to trusted banking providers and custodians to evolve and achieve multigenerational wealth objectives.
We did the work so you don't have to! Let us connect you to best private banking providers.
Finding the software solution for accounting can be tricky. But we got your backs and can help you make the selection process a lot smoother.
Share a bit more about your needs and we will connect you with the providers that we believe are best positioned to assist you.
“Your service helped us to find the right providers.”
Head of a large US Single Family Office.
Frequently Asked Questions
Why do family offices need a banking provider?
What is a custodian?
How to choose a family office bank
The popularisation of the family office has caused an outflow of assets from the private banking space. However, banks have responded by significantly improving their family office service offering and are becoming more customer-centric in their approach. When choosing a banking partner, the key is to strike the right balance between the capabilities that are employed in the family office and the offerings that are sourced from your bank.Read the guide
Explore private banking for family offices
What services do private banks offer to family offices?
Private banks offer a wide range of services including bespoke developments tailored to the unique needs of family offices. Traditionally, they offer wealth and asset management, financial and tax planning, personal credit lines, trusts, fiduciary, and estate planning.
How do family offices choose the right bank?
To choose a banking partner successfully, family offices must first evaluate their internal management capacities. As they tend to operate in various areas, it is crucial to decide which operations can be managed in-house and which need to be outsourced. The family’s asset structure is another factor that affects the unique needs of each family and can help with selection criteria based on the core services of a banking provider.