Private Client Group
Elevate your banking experience with a well-resourced national bank that delivers white-glove service and the exclusivity you expect.
Discover How We Can Serve You
For Clients
At Blue Harven Bank, we understand that your financial life is multifaceted and constantly evolving. That’s why our Private Client Group delivers personalized banking and lending solutions designed around your unique goals and lifestyle.
Our dedicated team of experienced bankers and financial specialists works closely with you — and your family — to provide thoughtful, strategic support for every need, whether personal or business-related.
Count on us for exceptional service, tailored liquidity solutions, flexible financing options, and cash-flow strategies that align with your priorities — all backed by direct, immediate access to a trusted banking partner.
For Advisors
Delivering exceptional service that meets your clients’ highest expectations — that’s what you gain when you partner with Blue Harven Bank’s Private Client Group for specialized banking and lending solutions.
Our dedicated team focuses exclusively on providing tailored financial services and innovative liquidity strategies, without duplicating the advisory or investment planning you already offer. This complementary approach allows you to remain focused on strategic wealth management while we seamlessly handle the banking side of your clients’ financial needs, no matter how complex.
Together, your expertise and our bespoke banking capabilities create a powerful synergy — one that elevates the client experience, strengthens long-term relationships, and ensures your clients receive the same exceptional standard of service they’ve come to expect from you.
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Experience Matters
Every relationship the Private Client Group serves is supported by a team of accomplished professionals, recognized for their insight, judgment and proven track record with discerning clients. Their approach goes beyond transactions, focusing on thoughtful guidance that simplifies the complexities of wealth. With a balance of sophistication and personal attention, they design solutions that are as individual as the clients they serve. Discover the distinction of white-glove service and personalized care.
1. All credit products are subject to standard credit approval, completion of satisfactory legal documentation, and compliance with all applicable regulatory requirements. Borrowers are responsible for any associated appraisal and environmental review fees, as well as customary closing costs such as title, escrow, and documentation charges. Additional bank-related fees — including those for bridge loans, construction loans, or packaging services — may also apply.