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Professional Services

Elevate your financial strategy with our private banking solutions for professional service firms.

Creating tailored financial solutions to achieve your business goals

 Choose a partner that adds value with comprehensive financial support for professionals in law, consulting, accounting, and other service sectors. Let's discuss how you can meet near- and long-term goals with financing for acquisition, expansion, and capital improvements.

Law firms

Managing cash flow and day-to-day banking is essential to your firm's success. See how our treasury management solutions can help you optimize cash use, disbursement, and collections while preventing fraud.

Accounting and financial services firms

Spend more time focusing on your client and less time managing cash flow. Discover how our treasury management products and services help you streamline your processes.

Dental and healthcare practices

Stay financially healthy with complete and integrated products and services designed for the medical and dental fields, including working lines of credit and term loans for investments in medical equipment, tenant improvement, and operating needs.

Alignment, stability, and a shared purpose

Work with a dedicated team that has an in-depth understanding of your financial goals. Our single point of contact culture prioritizes tailored responsiveness and personalized lending and banking solutions to meet your unique needs.

Outlook and Insights

Beyond the Collateral

Flagstar Private bank star

Irene Bowers
Head of Insurance

"Insurance isn't an administrative line item. Properly structured, it is a balance sheet defense engine."

Flexible Access to Liquidity

Flagstar Private bank star

Insights from the
Private Bank

"When managing complex, concentrated wealth, a securities-based line of credit can be a strategic tool that provides flexible access to liquidity without disrupting a long-term investment strategy or necessarily triggering a taxable event."

Higher rates.
Higher stakes.

Flagstar Private bank star

Brett Mitstifer, CFA
Flagstar Chief Investment Officer

"The decision is less about one or two additional quarter-point moves and more about the Fed's willingness to protect its credibility and send a message." 

Double jeopardy

Flagstar Private bank star

Brett Mitstifer, CFA
Flagstar Chief Investment Officer

"Double jeopardy is a legal protection that prevents the government from prosecuting or punishing a person more than once for the same offense. The concept is rooted in fairness: once the state has had its opportunity to make its case, it should not be able to use its superior power to keep pressing until it achieves the desired result."

The New York Pied-à-Terre Tax

Flagstar Private bank star

Carly Doshi
EVP, Head of Flagstar Family Advisory and Trust

"Designed to help close New York City’s budget deficit, the tax targets second homes and other non-primary residences by adding a surcharge onto existing property taxes on applicable high-value properties. Because the pied-à-terre tax is widely expected to face litigation, affected clients should monitor developments closely."

The Silver Lining of Market Volatility

Flagstar Private bank star

Carly Doshi
EVP, Head of Flagstar Family Advisory and Trust

"For savvy investors, volatility is a silver lining—a moment to strengthen long-term plans, enhance tax efficiency, and accelerate the transfer of wealth across generations."

Let’s explore the possibilities

Connect with us to learn more about what you can expect from Flagstar Private Bank and the benefits of having a single point of contact focused on you, your family, and your business. We look forward to speaking with you.

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If you are an existing customer and have Account related questions, please contact Customer Support.
 

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