Private Banking Law Firm Group

Solutions for Your Firm, Your Attorneys, and You

Wherever you want to take your firm, we’re here to help. Our Private Banking Law Firm Group provides an exceptional level of expert personal service that allows you to focus on your business. We provide customized solutions to help support the growth of your firm and financial wellness of your attorneys all within one team of dedicated private bankers. 

Your Private Banker 
Your own personal private banker as your primary contact.

Personalized Service
A dedicated team of senior financial professionals with global expertise and local perspective.

Meet the Private Banking Law Firm Group

Lauren Goeppert

Senior Relationship Manager
Private Banking

Office: 415.629.8047

Hooman Hamzeh

Senior Relationship Manager
Private Banking

Office: 925.507.1975

Solutions for Law Firms

  • Single point-of-contact for both the onboarding and day-to-day servicing of the relationship with same day response times
  • Treasury management services that include competitive earnings credit options
  • Secure online business banking and mobile banking platforms with advanced fraud prevention solutions
  • Comprehensive lending solutions such as operating lines of credit, letters of credit, term loans, etc.
  • Experienced group of licensed senior trust officers to assist with oversight, opening and maintenance of fiduciary and client trust accounts

Personal Solutions for Attorneys

  •  Full suite of private banking services
  • Partner loans for equity partner buy-ins or additional buy-in opportunities
  • Personal line of credit for short-term liquidity needs
  • Preferred deposit interest rates
  • Personalized residential real estate loan pricing based on qualifying criteria
  • Investment management and trust services

We turn goals in action plans

Learn how the Private Banking Law Firm Group can deliver the solutions and service to help you achieve your goals.