Our dedicated, experienced Relationship Managers & Private Bankers
provide a personalized approach tailored specifically to the needs of your law practice. Our goal is to simplify your day-to-day banking with innovative borrowing, deposit and financial advisory Solutions.
Specialized Banking for Attorneys & Their Clients
Legal Industry
Our dedicated, experienced Relationship Managers & Private Bankers provide a personalized approach tailored specifically to the needs of your law practice. Our goal is to simplify your day-to-day banking with innovative borrowing, deposit and financial advisory Solutions.
Our Suite of Products
- Checking, Savings and Money Market Accounts to include IOLTA, Settlement, Escrow Accounts and Court-ordered Conservatorships
- Business Loans and Lines of Credit
- Unsecured Lines of Credit
- Practice Acquisition Financing
- SBA Loans
- Positive Pay
Fiduciary Accounts
CalPrivate Bank is uniquely qualified to support Fiduciary Accounts, including IOLTA, given our understanding of the complexities and intricacies of these account types.
Segregated Interest-Bearing Attorney Client Trust Accounts
- Specific Fiduciary Accounts
- Segregated Interest-Bearing Attorney Client Trust Accounts (IOLTA)
- Infant / Minor Compromise CDs
- Qualified Settlement Fund Accounts
- 1031 Exchange Accounts
- Free Online Access
- With Customizable Account Level Permissions
- Comprehensive Monthly Statements
- Tax simplification through 1099s at the sub-account level
- Free Online Access
Business Money Markets
Infant / Minor Compromise CDs
- Tailored to specifically meet the needs for the settlement funds in a Minor’s or Infant’s Compromise Order
Who We Serve
We provide unparalleled service to our law firm Clients and deliver personalized solutions to drive the value of future case pipelines.
- Class Action
- Workers Compensation
- Bankruptcy Law Firms
- Business Law
- Family Law
- Personal Injury Attorneys
- Mass Tort
Responsiveness, Confidentiality, Creativity & Convenience
These are the cornerstones of our Unparalleled Service model; a dependable and valued resource for your practice and your Clients.
What Sets Us Apart?
- Experts who understand the specialized nature of law firm Banking
- A Single Point of Contact
- Access to Decision Makers
- Customized Solutions
Ready for a Distinctly Different™ Banking Experience?
Learn more by contacting a Banking Professional or Contact your nearest Banking Office.
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