Business

Borel Private Bank & Trust Company offers a tailored suite of specialty banking services for the following industries:

• Law Firms
• Non Profits
• Private Equity
• Real Estate Investors

Specialty banking services are also offered to company principals, partners and key employees in our Executive Banking Services package.

For more information on our Specialty Banking services contact us or visit the location most convenient for you.

Borel Private Bank provides specialized products and services tailored to meet the needs of law firms and their attorneys.

Cash Management – maximize your returns and let your money work for you. Our convenient cash management solutions provide you with versatility and convenience:

• Corporate checking services
• Escrow Accounts
• Online Banking/Bill Pay
• Complimentary Deposit Pick Up Service
• Short-term investments (Money Market, CDs)

Investment Management – an investment team will work with your firm and your associates to develop customized portfolios:

• Investment Management*
• SEP IRAs
• 1031/Starker Exchanges
• Small Employee Benefit Packages

*Investments are not FDIC insured, have no bank guarantee, and may lose value.

Commercial Lending – choose from a variety of credit facilities, including:

• Revolving Lines of Credit
• Working Capital Loans
• Term Loans
• Standby Letters of Credit

All credit facilities are subject to credit approval.

Borel Private Bank provides specialized products and services tailored to meet the needs of the Private Equity and Venture Capital community.

Capital Call Reporting – Stay current on all incoming funds and transfers. Get flexible, up-to-date notice on transfers, balances, and account activity. Our Capital Call Reporting solutions include:

• Daily updates via email and/or phone
• Courier service to pick-up non-cash deposits
• Online viewing of funds transfer activity
• Comprehensive Call Report Summary

Cash Management – Maximize your returns and let your money work for you. Our convenient cash management solutions provide you with versatility and convenience. Our solutions include:

• Corporate checking services
• Borel check imaging
• Short-term investments via Money Market, CDs, and Separate Account Management

Venture Capital Lending – Choose from a wide variety of credit facilities to help you finance your project and turn your dreams into reality:

• Working Capital Loans
• Revolving Lines of Credit
• Bridge Loans
• Commercial Loans

And, for Portfolio Companies, we offer the following Services:

Cash Management – Increase your annual interest income with our suite of cash management services:

• Liquid Asset Management Program (LAMP)
• Identify the cash requirements of the company
• Determine the company's investment objectives
• Develop an Investment Policy
• Cash Sweep

Extended Services – Take advantage of our wide range of extended banking services, including:

• Business Plan Reviews
• Referrals
• Escrow Accounts
• Commercial Lending Service
• Executive Banking Service
• Notary Service
• Safe Deposit Boxes

We provide numerous services and products that specifically serve commercial real estate builders, developers, and investors. Borel Private Bank can also hold partnership and limited liability interests in real estate entities for our clients' IRAs and Trusts.

With personalized service and customized financing solutions, you can always find the right loan to meet your specific needs. We provide loans for Acquisition, Development, and Construction projects. We offer:

• Less “red-tape” for streamlined transactions
• Single point-of-contact for originations and servicing
• Knowledgeable, highly personalized service
• Ongoing competitive pricing reviews

Commercial Lending – Competitive rates and terms are offered on our Commercial Real Estate Loans, including:

• Apartments
• Office and Retail Buildings
• Warehouses and Light Industrial
• Medical/Dental Offices
• Mixed Use

Residential Lending – Our experience and expertise working with the high-net-worth market enables us to develop customized mortgage programs designed to help you minimize client expenses, maintain tax advantages and meet your individual needs. We offer:

• Adjustable and Fixed-rate loans
• Home Equity Lines of Credit
• Interest-only Loans
• Construction Loans
• Bridge Loans

1031/Starker Exchanges – Take advantage of our expertise and knowledge in providing tax deferred property exchanges:

• Intermediary services for 1031 Exchanges
• Exchange funds management (hold, invest and distribute)
• Tax and legal advisory services

Bookkeeping Services – Save time by utilizing our Property Bookkeeping Service which includes:

• Rent collection and bill paying on investment properties
• Ability to view all transactions online
• Single-point-of-contact

Deposit Management – Spend less time managing your accounts and take advantage of easy deposit and funds transfer services. We offer:

• Free Deposit Pick Up Service
• Online Banking and Bill Pay

Other Loan Products – Additional loan products include:

• Revolving Lines of Credit
• Leasehold Improvement Loans
• Equipment Financing