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FDIC-Insured - Backed by the full faith and credit of the U.S. Government
 
San Diego County Bar Association

Welcome

At CalPrivate Bank, We provide specialized banking for Attorneys & their Clients. 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.

Contact Me

Becky Mendoza
SVP | San Diego Market Manager
619-719-4002
bmendoza@calprivate.bank

As a member of the SDCBA, CalPrivate Bank offers several benefits to members:

  • Waived Maintenance Fees: For the first 12 months, you won’t have to pay maintenance fees on your accounts.
  • $25 Credit for First Check Order
  • Dedicated Private Banker
  • Onboard Training
  • We offer resources to help members maximize their use of financial 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)
  • 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

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.

  • Bankruptcy Law Firms
  • Business Law
  • Class Action
  • Estate & Probate
  • Family Law
  • Mass Tort
  • Personal Injury Attorneys
  • Trust & Estate
  • Workers Compensation

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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