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.