Private Client Group
Exclusive offerings for private clients
Park Avenue® Wealth Management provides an elevated wealth management experience for high-net-worth members of our Private Client Group.
Premium solutions and services
Personalized service from partner firms
Complimentary enrollment and membership
A suite of carefully curated financial solutions and investment opportunities reserved for our private clients
Premium financial solutions
Access to both custom and turnkey investment management solutions. Choose from an extensive menu of wealth management solutions tailored to meet your individual goals.
A carefully screened collection of high-quality alternative investments available to private clients. Access private equity, private credit, hedge funds, real estate investment trusts (REITs), and more.
A selective lineup of structured notes to help ensure the highest quality investments. Add protection to your portfolio while maintaining your overall risk and return profile.
Streamlined access to liquidity for real estate, a business expense, or even a luxury purchase. Secure the funds you need fast without disrupting your investment strategy.
Access to a variety of high-quality, liquid products with competitive rates of return. Take advantage of potentially stronger portfolio performance and lower risk while meeting your liquidity needs.
Additional services and benefits
Access to expert trust administration services provided by some of the nation’s most highly regarded trust companies. Customize the management of your assets according to your specific requirements.
Innovative and flexible lending solutions designed for your specific financing needs. Work with a mortgage specialist to purchase a high-value primary residence, vacation home, or investment property.
Creative solutions to help fulfill your philanthropic goals. Incorporate charitable giving into your overall financial and investment strategy.
Access to specialized programs and expertise, including business exit planning as well as mergers and acquisitions support. Benefit from these and other business owner solutions.
Preferred pricing and rates on a wide range of goods and experiences. Take advantage of special discounts on lodging, family activities, car rentals, and more.1
Park Avenue Wealth Management (Park Avenue) does not endorse any products or services found on the Savings Marketplace. Furthermore, Park Avenue is not liable for any purchases made by clients.
Private Client Group eligibility requirements are subject to change. Certain premium products and solutions have eligibility requirements that may differ from Private Client Group eligibility. Please contact your financial advisor regarding specific requirements for products or services.