Data tokens on this page
The private bankers at Wintrust Private Client bring to bear the entirety of Wintrust’s financial and technical expertise to meet each client’s needs on a personalized basis and with complete discretion.
When you work with Wintrust Private Client, whether you are planning for yourself, your family, or with your business in mind, you get an experienced, dedicated team focused on delivering financial solutions tailored to your unique needs.
The private bankers at Wintrust Private Client bring to bear the entirety of Wintrust’s financial and technical expertise to meet each client’s needs on a personalized basis and with complete discretion.
When you work with Wintrust Private Client, whether you are planning for yourself, your family, or with your business in mind, you get an experienced, dedicated team focused on delivering financial solutions tailored to your unique needs.
WEALTH PLANNING AND ADVICE
Wealth planning is an ongoing and central part of the Wintrust Private Client experience. Our wealth strategists and financial planning team offer world-class, complimentary financial and estate planning and tax advice.
CREDIT AND DEPOSIT SOLUTIONS
Our private bankers work to develop creative solutions in the context of your broader financial picture, including providing access to solutions through our affiliates such as:
- Select deposit products without fees and a MaxSafe product suite with up to $4 million in FDIC insurance
- Middle market and real estate lending
- Securities-based lending, mortgages, and personal lines of credit
- Partnership loans, letters of credit, and aviation, fine art, and watercraft lending
- Life insurance premium financing
PORTFOLIO MANAGEMENT
Our portfolio managers act as fiduciaries in delivering customized investment portfolios based on your risk tolerance, liquidity needs, and tax profile. Unlike some firms, we offer tax-managed solutions and alternative investments and do not push proprietary funds.
INSURANCE STRATEGIES
To protect your personal and business interests and enhance your investment portfolio, our private bankers partner with sophisticated insurance specialists to draw from a complex array of insurance products to design programs that create value for our clients.
- Whole, universal, term life, and long-term care
- Disability income
- Annuities
TRUST AND ESTATE SERVICES
Our trust officers work directly with you and your attorneys and accountants to create wealth preservation and transfer solutions.
- Corporate trustee services and estate settlement
- Charitable trusts, including CLTs and CRTs
- Special needs trusts and guardianships
BUSINESS OWNER SERVICES
For our business-owner clients, our private bankers work with various financial professionals to offer specialty solutions such as business succession planning, retirement plan administration and advice, and 1031 exchange facilitation, all tailored to your unique circumstances.
FINANCIAL EDUCATION AND CONSULTING
We provide our clients and their families with financial education and consulting to help them better understand and navigate the wealth management landscape.
- Family member education on finance and managing wealth
- Exclusive access to publications and discussion forums on economic, market, and tax developments
WEALTH PLANNING AND ADVICE
Wealth planning is an ongoing and central part of the Wintrust Private Client experience. Our wealth strategists and financial planning team offer world-class, complimentary financial and estate planning and tax advice.
CREDIT AND DEPOSIT SOLUTIONS
Our private bankers develop creative banking solutions in the context of your broader financial picture, including:
- Select deposit products without fees and a MaxSafe product suite with up to $3.75 million in FDIC insurance
- Middle market and real estate lending
- Securities-based lending, mortgages, and personal lines of credit
- Partnership loans, letters of credit, and aviation, fine art, and watercraft lending
- Life insurance premium financing
PORTFOLIO MANAGEMENT
Our portfolio managers act as fiduciaries in delivering customized investment portfolios based on your risk tolerance, liquidity needs, and tax profile. Unlike some firms, we offer tax-managed solutions and alternative investments and do not push proprietary funds.
INSURANCE STRATEGIES
To protect your personal and business interests and enhance your investment portfolio, our private bankers partner with sophisticated insurance specialists to draw from a complex array of insurance products to design programs that create value for our clients.
- Whole, universal, term life, and long-term care
- Disability income
- Annuities
TRUST AND ESTATE SERVICES
Our trust officers work directly with you and your attorneys and accountants to create wealth preservation and transfer solutions.
- Corporate trustee services and estate settlement
- Charitable trusts, including CLTs and CRTs
- Special needs trusts and guardianships
BUSINESS OWNER SERVICES
For our business-owner clients, our private bankers work with various financial professionals to offer specialty solutions such as business succession planning, retirement plan administration and advice, and 1031 exchange facilitation, all tailored to your unique circumstances.
FINANCIAL EDUCATION AND CONSULTING
We provide our clients and their families with financial education and consulting to help them better understand and navigate the wealth management landscape.
- Family member education on finance and managing wealth
- Exclusive access to publications and discussion forums on economic, market, and tax developments
EXAMPLE SOLUTIONS
EXAMPLE SOLUTIONS
COMPANY
FAMILY-OWNED SPECIALTY PLASTICS MANUFACTURER
OUR SOLUTION
Wealth Planning and Advice, Private Banking Deposits, and Investment Management
DEAL HIGHLIGHT
$29,100,000
COMPANY
PRIVATE REAL ESTATE INVESTOR
OUR SOLUTION
Private Banking Deposits and Mortgage
DEAL HIGHLIGHT
$13,600,000
COMPANY
GENERAL CONTRATOR
OUR SOLUTION
Private Banking Deposits, Estate Planning, and Revolving Credit Line
DEAL HIGHLIGHT
$25,000,000
COMPANY
FAMILY-OWNED SPECIALTY CONSTRUCTION COMPANY
OUR SOLUTION
Private Banking Deposits, Investment Management, Brokerage, and Line of Credit
DEAL HIGHLIGHT
$5,800,000
COMPANY
FAMILY-OWNED FOOD SERVICE COMPANY
OUR SOLUTION
Private Banking Deposits, Investment Management, and Tailored Credit
DEAL HIGHLIGHT
$22,500,000
ACCELERATE YOUR GROWTH WITH OUR EXPERT PRIVATE BANKING SOLUTIONS
ACCELERATE YOUR GROWTH WITH OUR EXPERT PRIVATE BANKING SOLUTIONS
Grow with confidence — get personalized attention from an award-winning team.
BUSINESS ONLINE BANKING
Keep your business in line online
BUSINESS ONLINE BANKING
Keep your business in line online
We know that you’re busy growing a business. That’s why we’ve created tools for you to stay easily connected to your business account, too.
ASSET BASED LENDING
Securing your business success
ASSET BASED LENDING
Securing your business success
You’ve built your business up and now you’re looking for opportunities to grow. Why not use what you already have to help you get there?
COMMERCIAL LENDING
Loans to achieve your business vision
COMMERCIAL LENDING
Loans to achieve your business vision
Whether your business is looking for short-term funding for operational costs or for fixed asset purchases, we have the expertise to guide you.
Securities, insurance products, financial planning, and investment management services offered through Wintrust Investments, LLC (Member FINRA/SIPC), founded in 1931. Asset management and financial planning services provided by Great Lakes Advisors, LLC. Trust and asset management services offered by Wintrust Private Trust Company, N.A.
Investment products such as stocks, bonds, and mutual funds are:
NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Mortgage Lending is provided through our affiliate Wintrust Mortgage. Wintrust Mortgage is a division of Barrington Bank & Trust Company, N.A., a Wintrust Community Bank, NMLS #449042.