Peapack Private Wealth Management* is comprised of several business units and subsidiaries that collectively, provide comprehensive financial, tax, fiduciary and investment advice and solutions to individuals, families, privately held businesses, family offices, and not-for-profit organizations.
- Discretionary Investment Management Services—both proprietary investment management as well as access to high-quality third party investment managers in Unified Managed Accounts (UMA) or Separately Managed Accounts (SMA)
- Personal Financial Planning
- Retirement, Estate, Cash Flow and Investing
- Wealth Preservation and Transfer Strategies
- Insurance and Risk Management
- Personal and Fiduciary Tax Accounting, Advice, Planning
- Charitable Giving
- Education Planning
- Trust and Fiduciary Administration as Trustee, Co-Trustee or Agent for Trustee
- Estate Settlement Administration as Executor, Co-Executor or Agent for Executor
- Custodial and Safekeeping Services
- Planning and Advice on a Variety of Complex Issues for Public-Company Executives
- Retirement Plan Issues
- Stock Option Strategies
- Deferred Compensation Plans
- Tax and Financial Aspects of Employment Contracts
- Short-Term Liquidity and Treasury Management Solutions
-
Mortgage Lending and Banking Solutions
- Residential Financing for Primary and Secondary Residences and for Investment Properties
- Lines of Credit Secured by Marketable Securities
- Structured Credit Accommodations
- A full suite of checking and money market deposit accounts
Member FDIC
*Non-deposit investment products are not insured by the FDIC; are not deposits or other obligations of, or guaranteed by, Peapack-Gladstone Bank; and are subject to investment risks, including possible loss of the principal amount invested.
Peapack Private Investment Banking and its broker dealer, PGB Securities, LLC**, provide independent, unbiased, and objective advice to middle-market companies and their owners. This advice-led approach includes:
- Assisting Business Owners with Evaluating Strategic Options that Enhance Shareholder Value
- Advising Shareholders of Privately Held Businesses in Shareholder Disputes
- Merger and Acquisition Advisory Support including Coordinating the Preparation for, and Execution of, the Sale or Acquisition of a Business
- Evaluation and Assistance with Accessing Alternative Capital Markets
- Exit Readiness and Transaction Planning of Strategic Alternatives to Maximize Shareholder Value while Achieving Ownership’s Financial and Non-Monetary Goals and Objectives
- Customized Structured Finance Solutions including Cash Flow, Enterprise Value, Leveraged and Asset-Based Lending
**Securities offered through our affiliated broker dealer, PGB Securities LLC., member FINRA