Private Banking Solutions for Executive Professionals
SmartBank Private Banking offers exclusive services for executive professionals, including Attorneys (JD), Certified Public Accountants (CPA), Senior University Executives, and individuals holding ‘Chief’ or ‘Executive’ titles at companies with at least $25MM in recurring gross annual revenue. Our personalized approach ensures that you receive tailored financial solutions aligned with your unique goals. You’ll work directly with a dedicated private banker who understands the complexities of your financial ambitions and partners with you to enhance your banking experience.
Explore Our Range of Services
The services listed below represent just a portion of our key offerings. For a comprehensive view, feel free to contact us for additional information tailored to your needs.

Personal Banking
and Lending
- Personal Deposit Accounts
- Unsecured Loans and Lines of Credit
- Secured Lines of Credit
- Luxury Auto and Boat Financing
- Aircraft Lending
- Credit Cards

Managing, Growing, and Protecting Wealth
- Dedicated Private Banker
- Access to Credit Insights
- Online Account Aggregator
- Wealth Advisory Services
- Insurance Planning

Building, Buying,
and Refinancing a Home
- High LTV financing for Primary Mortgages
- Construction to Permanent Loans
- Residential Lot loans
- Bridge Loans
- Home Equity Line of Credits
- Personal Property Insurance

Acquiring
a Firm
- Equity Purchase Financing
- Commercial Real Estate Purchase and Build Out Loans
- Operating Lines of Credit
- FF&E Loans
- Enhanced Digital Banking Solutions

Managing
a Firm
- Electronic Payments and ACH
- Business Credit Cards and Purchase Cards
- ACH and Check Fraud Protection
- Payroll and HR Support
- Business Deposit Account Including IOLTAs
- Insures Cash Sweep (ICS) for increased FDIC coverage

Planning
Your Legacy
- Trust Services
- Tax Planning
- Business Valuations
- Secession Strategy and Planning
- Investment Banking Services