TriState Capital Bank Resources
Always a Partner, Never a Competitor
The Situation: A multi-family office and wealth management firm began discussions around a comprehensive relationship. While familiarizing themselves with the company’s lending needs, the TriState Capital team noticed an immediate need to upgrade the company’s treasury management services, which were antiquated and inefficient.
Leaving a Legacy Relationship for a More Responsive Alternative
The Situation: When one of the nation’s oldest and largest foundations began searching for a new bank, it signaled the end of a relationship that had existed from the organization’s inception more than 70 years ago. The decision was monumental, and one that would require great trust in the new partner bank.
Continue ReadingHow Strategic Cash Management Drives Value When Serving a Family Office
The Situation: When we presented our cash management strategy and banking industry overview during a meeting of a regional investment group, the owners of a local single family office approached us for several reasons.
The Advantages of Being a Partner Bank
The Situation: A single family office’s relationship with its former bank began to falter during the financial crisis of 2007-2008. The decision makers for this six-generation family office were in the third and fourth generations.
Relationship-based Pricing Is a Key Advantage
The Situation: When TriState Capital began offering new deposit account products, our private bankers traveled to Texas to present them to a group of our shareholders. With significant growth in the loan portfolio, the bank was seeking solid funding sources.
One Successful Relationship Leads to Another
The Situation: The owners of a large third-party earned-income-tax collector in Pennsylvania already knew several members of our Treasury Management team when they approached TriState Capital. Because of the trust they had developed in previous working relationships, they were open for our bank to take over their processing needs.
Adapting to the Needs of a New Niche
The Situation: Many of TriState Capital’s opportunities arise because of a previous professional relationship or a referral, but this one was a bit different. A senior member of the Treasury Management team reached out to a high-profile class action settlement claims administrator, seeking to supplement the firm’s existing banks.
