Private Banking Solutions

Customized banking solutions
Designed for your unique financial goals.

A Smarter Approach to Private Banking

At Green Street Private Banking, we believe better tools lead to better outcomes. That’s why we tailor our deposit and lending solutions to align seamlessly with your unique financial goals. Whether managing day-to-day transactions or structuring sophisticated long-term financing, our comprehensive offerings and dedicated team are here to support every step of your financial journey.

Bespoke Solutions Aligned with Your Distinct Financial Profile

Liquidity

Formulating an integrated approach to liquidity management, with strategic consideration for current cash flow dynamics and overarching capital requirements.

Leverage

Optimizing debt structures through a disciplined lens—accounting for asset composition, leverage ratios, and long-term tax and estate planning objectives.

Strategies

Designing holistic financial frameworks grounded in a thorough understanding of your personal, familial, and enterprise ambitions—ensuring alignment across all dimensions of wealth.

Tailored Lending Solutions

Tap into the insight and experience of seasoned private bankers to access bespoke credit strategies—designed to meet both straightforward and highly specialized borrowing needs.

Select Capabilities Include:

  • Structuring commercial mortgages to refinance income-generating real estate held within wealth planning entities

  • Establishing customized lines of credit to facilitate the acquisition of private company equity during corporate recapitalizations

  • Financing high-value assets such as yachts, aircraft, or other luxury purchases

  • Providing bridge financing to address short-term liquidity requirements with speed and precision

Marketable Securities-Backed Lines of Credit

Unlock liquidity with lines of credit secured by your investment portfolio—providing streamlined, flexible access to capital without disrupting your long-term investment strategy.

Strategic Applications Include:

  • Meeting tax obligations with ease and efficiency

  • Funding a down payment on a new residence while awaiting the sale of a current property or arranging long-term financing

  • Preserving portfolio positions and deferring realization of capital gains while addressing personal or business cash flow needs

Residential Real Estate Financing

Access a suite of tailored home financing solutions—including fixed and adjustable-rate mortgages, Home Equity Lines of Credit (HELOCs), and Home Equity Loans (HELOs)—structured to support a broad range of residential objectives.

Use Cases Include:

  • Financing the acquisition of rental and investment properties

  • Funding the construction of a new home, with one-time closing options available

  • Refinancing existing properties to unlock liquidity for other strategic needs

  • Supporting next-generation family members in purchasing their vacation home while helping them establish a strong credit foundation

Deposit and Cash Management Solutions

Benefit from personalized, concierge-level service designed to simplify and optimize your cash management across both personal and business interests. Our suite of deposit solutions—including checking accounts, money market savings, and certificates of deposit (CDs)—is offered with competitive terms and guided by strategic advisory.

Select Applications Include:

  • Earning interest on liquidity event proceeds while long-term investment strategies are implemented

  • Establishing tailored checking and savings accounts for short-term personal liquidity

  • Creating accounts for next-generation family members as part of wealth transfer planning

  • Opening business accounts to support wealth holding structures and operating entities

  • Leveraging advanced digital banking platforms and treasury management services for personal, family office, or enterprise-level needs