Private Banking

The Experience with Salem Five

At Salem Five, we recognize that families of significant achievement and higher net worth require more than standard banking—they require a dedicated partner who operates at the speed of their lifestyle. Our Private Banking experience is built around a single, expert point of contact who serves as the lead architect of your financial relationship.

Your Dedicated Private Banker

Your Private Banker acts as a personal concierge for your capital, providing a high-touch, white-glove service that ensures your banking is seamless, proactive, and discreet. This single point of contact is your advocate within the bank, responsible for:

• Signature Banking Solutions: Managing your accounts and complex cash flow needs with a level of responsiveness that honors your time.
• Strategic Lending & Credit: Helping navigate sophisticated financing—from Jumbo Mortgages to specialized lines of credit—tailored to your unique liquidity and tax positions.
• The Gateway to Key Expertise: Acting as your bridge to the broader Salem Five with specialists in investment strategy, trust administration, estate planning or insurance, where tailored coverage and proactive risk mitigation are needed.