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Innovative banking solutions designed for you

Private Banking for Business Owners, Professional Practices & Corporate Executives

Your Private Banker will stand with you every step of the way—with global expertise, regional connections, customized solutions, personalized service, and most of all, respect.

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We Support You Through All Your Business and Professional Needs

Liquidity events

With proper planning, the right timing, and an experienced team of advisors, you will be set up for a successful transition.

Succession planning

From selling your business or turning the reins over to a family member, we work with you to ensure a smooth transition.

Banking and credit solutions

We help you successfully seize business opportunities through customized credit and lending solutions, cash management and tailored banking services.

Financial Wellness for Business Owners

Integrating your business objectives with the personal financial goals you have set for yourself and for your family.
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Business Owners

You are extremely good at running your own business but may not have enough time to build a fully integrated plan to achieve your personal financial goals or to optimize the market value of your business.

We craft tailored business services and solutions that include business accounts, business purchase financing, commercial and investment real estate mortgages, leasehold improvement loans, equipment finance, business succession planning, and more to ensure that you meet your personal financial and business goals. We create and manage your investment plan to free up precious time for you to continue to focus on growing your business.

Services for Medical, Dental, Legal, and Accounting Professionals

Individualized attention designed with flexibility in mind.
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Professional Practices

You’ll receive individual attention from a dedicated, responsive, and experienced partner. We offer a full range of customized business solutions for every stage of your business including deposit services, lending solutions, cash management solutions, merchant services, and business retirement plans.

Corporate Executives

Individualized attention designed with flexibility in mind.
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Global Expertise, regional connections, and personalized attention

At WSFS Private Banking, we understand the challenges you face as an executive, and we have a specialized, dedicated team who focuses on meeting the needs of corporate executives and holders of concentrated positions.

Whether you are a part of a company that is public or considering going public, we’re dedicated to building and managing customized strategies that will help you meet your investment and financial objectives.

We offer checking and savings accounts to address your liquidity needs, personal lines of credit, lending solutions, investment management, personal trusts, and more.

Exclusive Private Banking Deposit Solutions for Your Personal Needs

As a WSFS Private Banking Client, you have access to feature-rich checking and savings products designed exclusively for you.[1]

Private banking

Platinum Checking[1]

A specialized interest-bearing checking account for Private Banking Clients with no monthly service charge. It is our highest-performing checking account type.
  • No-fee ATM transactions at ANY ATM and other banks’ surcharge fees reimbursed[2]
  • Higher debit card purchase and ATM withdrawal limits (compared to standard WSFS debit cards)
  • No-fee wire transfers – foreign or domestic, incoming or outgoing
  • Countless other services provided at no cost to you, which will be explained in detail by your Private Banking Relationship Manager
  • Easy account access through your WSFS debit card, Online and Mobile Banking

private banking

Platinum Money Market[1]

The Private Banking Platinum Money Market account is designed to reward Clients with higher returns through balance-based interest tiers.
  • Earn the highest interest rate WSFS Bank offers for a personal, liquid account – which means you never have to wonder if you’re getting a competitive market rate
  • Earn tiered interest – the higher the balance the higher the return
  • Easy account access through your WSFS debit card, Online and Mobile Banking

Credit Solutions

Your private banker, along with a team of specialists, provides custom lending solutions to meet your complex borrowing needs.

Home Lending

  • Conventional and Jumbo Mortgages
  • Home Equity Loan and Lines of Credit
  • Consumer Lending
  • Personal Lines of Credit
  • Unsecured Loans
  • Credit Cards
  • Auto Loans

Securities-Based Lending

  • Lines of Credit secured by marketable securities
  • Simple and customized structures available

Business Lending

  • We deliver tailored solutions to even the most complex financial situations, whether you are making a business investment, buying investment real estate or in need of partner/professional buy-in loans, we work with you to structure a custom solution to best suit your needs.

International Services

Your private banker can connect you with our Capital Markets team to take advantage of international services that provide cost savings and security when transacting globally.

  • International Payments
  • Currency Risk Management
  • Travel Cash
  • Treasury Management Solutions to support business needs
  • Interest Rate Swaps
  • Foreign Currency Account

Wealth Management Solutions

Through our team-based approach, we also provide comprehensive financial planning and advice. Your private banker can assist you with:

  • Financial Planning
  • Investment Management
  • Trust and Estate Planning
  • Workplace retirement solutions for businesses, endowments and foundations
  • Planning and advice in advance of a partial liquidity event, generational transition or sale of business
  • Family office, tax planning and bill pay

A WSFS Professional Will Help You Find the Right Solution

 

Request a Consultation Call 888.988.4510

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