Private Client Group

The Private Client Group is staffed with a team of experienced professionals who understand the complex and time-consuming parameters surrounding investment transactions and accounts such as:

  • Alternative Investment Strategies
  • Donor Advised Funds
  • Lending Solutions
  • Restricted and Control Stock
  • Employee Stock Ownership Plans
  • Charitable Giving Solutions
  • Directed Trust Services


Benefits of the Private Client Group

  • Increase Liquidity: PCG can help high net worth clients take advantage of increased liquidity with complete access to financing or alternative investment strategies.
  • Integrated Wealth Management Solutions: PCG supports the transactions of high-net-worth clients as components of a total wealth management plan, guiding clients through the intricacies that these types of transactions present.
  • High Level of Responsiveness to Client Needs: PCG’s dedicated team of product experts provides a high level of responsiveness to help meet demanding client needs.
  • PCG assists the financial advisor the clients in navigating the many considerations and requirements that are inherent in successful wealth management solutions.

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