An extraordinary caliber of service

Your dedicated relationship management team will anticipate your needs and deliver tailored, holistic banking and wealth management1 solutions

Couple by a pool under a palm tree

Built on a legacy of strength

As of March 31, 2025

1828

Founded

$220B

in assets

$178B

in deposits

$29B

in AUM

Who we serve

Our areas of focus

Whether you need to simplify complex situations or secure success for future generations, we deliver excellent solutions and extraordinary service across a range of categories.

Individuals and Families

Empowering ambitions and securing legacies with 24/7 service and bespoke solutions.

Private Equity and Venture Capital

Fueling growth with flexible financing solutions and insightful guidance.

Innovation Banking

Maximizing innovation and taking growth further with unique solutions and advice.

Commercial Real Estate

Unlocking strategic goals with creative valuation, advisory, and financing solutions.

Services

Realize the advantages of integrated banking

Tailored banking solutions and advice coupled with extraordinary service from your dedicated relationship management team.

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Wealth Management1

Your dedicated team of private wealth experts guides you through the complex universe of financial planning, investment management, and risk mitigation.

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Banking for Your Business

Your dedicated relationship management team will help you create a road map with the tailored advice and solutions your unique business needs.

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Personal Banking

Receive holistic guidance and premium services that provide you with a seamless banking experience.

Insights

Help you plan for today and tomorrow

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2025 Outlook | Opportunities amidst a changing landscape

Read our report to see how you can prepare for the new year.

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Why you should plan for the estate tax exemption now

Learn why implementing your estate planning strategies before 2026 could be effective in reducing your taxable estate.

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Wealth transfer planning: Strategies for a seamless transition

Private Wealth transfer planning can help reduce estate taxes and create a more seamless transition for your loved ones. These steps can help you prepare.

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Wealth management and taxes: Planning for financial prosperity

Private Wealth management tax planning is a valuable investment for high-net-worth individuals.

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AI trends in financial management

Discover insights from a Citizens survey on how mid-market and private equity companies are using AI for financial operations.