Law Firm Banking

Borel Private Bank & Trust Company is a wealth management firm offering private banking, investment management, and financial planning services to our clients. Borel Private Bank provides specialized products and services tailored to meet the needs of law firms and their attorneys.

Experience the Borel difference — We deliver:
•  Exceptional responsiveness
•  Local marketplace knowledge
•  Customized solutions
•  Personal, high-quality service

Law Firm Services

Fiduciary Group Accounting — Reduce paperwork and streamline your account management processes. Our Fiduciary Group Accounting solutions include:
•  Master cash disbursement accounts
•  Linked sub-accounts to manage client funds
•  Escrow and Depository Agent services
•  Single point-of-contact account management

Cash Management — Maximize your returns and let your money work for you. Our convenient cash management solutions provide you with versatility and convenience, including:
•  Corporate checking services
•  Borel check imaging
•  Short-term investments (Money Market, CDs, and Account Management)
•  Executive Banking Program

Investment Management & Trust Services — enjoy customized solutions and exceptional service. Our services include:
•  Living and Testamentary trusts
•  Investment Management Agency accounts
•  Custodial accounts
•  Guardian and Conservator services
•  Real estate exchange (IRC 1031 tax-deferred)
*Investments are not FDIC insured, have no bank guarantee, and may lose value.

Commercial Lending — Choose from a wide variety of credit facilities, including:
•  Working capital loans
•  Revolving lines of credit
•  Commercial real estate loans
•  Bridge loans
•  Standby Letters of Credit

Residential Lending — Our experience and expertise enables us to develop customized mortgage programs designed to minimize client expense, while maintaining their tax advantages and meeting their specific requirements:
•  Adjustable and Fixed-rate
•  Home Equity Lines of Credit
•  Interest-only Loans

Company owners, partners, and principals can also enjoy the benefits of our exclusive Executive Banking Services . Click here to learn more.

For more information contact:
Barbara Evers
Executive Vice President, Director of Marketing
Office: 650.378.3710
barbarae@borel.com