Whitney's Private Bankers will work with you to identify the products and services best suited to your individual and business needs. For individuals, these range from checking and savings products to credit cards and investments in stocks and bonds. For your business, we can provide working capital and cash management services for your sales in the United States. We also provide term loans for plant and equipment expansion.

Wealth Management

The accumulation of wealth can often be easier than its ongoing management. Managing financial assets can demand a great amount of time and resources. That's why it makes sense to use the services of Whitney's team of International Private Bankers. At the Whitney, we have been helping families preserve and increase their wealth for generations -- and we can help you.

		Estate Planning and Personal Trust   The plans you make today will impact your family for years. You may want to preserve your family's resources, take care of current needs, provide for future generations or protect your assets from unnecessary taxation. Your Private Banker and an Investments & Trust Officer will work with you to develop a unique plan to meet your needs.
		Investment Management   A dedicated Investment Manager, along with your Private Banker, will work with you to develop a customized portfolio. Your portfolio will be diversified and will take into account your need for liquidity, income growth and capital appreciation. Of course your tolerance for risk and any tax concerns will be factored into your portfolio.
		Investment Services   Whether you're looking for securities that provide immediate income or for tax benefits, our investment professionals can guide you. You can also manage your own investment portfolio through our brokerage affiliate, Whitney Securities, L.L.C.