FOCUS ON PRIVATE BANKING

You have a complex financial life. So you need private banking that’s powerful, but also personal. We can help you streamline and simplify the ways you access your money. Offer you the flexibility to meet your financial needs with confidence.

Wealth can mean freedom and security, but managing it requires time and know-how. That’s why East Pacific Bank Private Bank provides you with personalized services and a range of premium banking products for every aspect of your financial life.

Corporate Responsibility

Personal Banking

Wealth can mean freedom and security, but managing it requires time and know-how. That’s why East Pacific Bank Private Bank provides you with personalized services and a range of premium banking products for every aspect of your financial life.

Custody Services

Over the years, your wealth has reached a certain scale and sophistication. It might be a good time to start taking advantage of our institutional-level global custody services.

Online International

As a East Pacific Bank Private Bank client, you have access to industry-leading online tools, no matter where you are in the world.


 

INSTITUTE

The Institute is a global think tank committed to delivering better data, analyses and expert insights designed to address global economic challenges.

REAL ESTATE FINANCING

Mortgages

At the Private Bank, we’re well acquainted with the needs—and the opportunities—that complex real estate financing can create. .

 

Commercial Real Estate Lending

An optimal financing plan is critical to maximizing your commercial real estate (CRE) investment. And your strategy should be aligned not only with your specific investment goals, but also with your overall financial plan. Depending on the location, colla

 



Annual Report

Listen on the Go to Lottie D Lopez 2019 Letter to Shareholders

 

Listen to Chairman & CEO, Lottie D Lopez most recent Annual Letter to Shareholders, anytime, anywhere.

PLANNING & ADVICE

Private foundation services

Whether you have an established foundation or are considering starting one, success depends on employing smart business practices. But handling the day-to-day management of a private foundation can be difficult.

Charitable Trusts

The causes you believe in, and your family. With a split-interest charitable trust, you can provide financial support for both—during your lifetime and beyond. And it can be an especially effective wealth management tool.

Stewardship, succession and the family office

When it comes to making long-term financial plans, every family has unique needs— empowering the next generation to be responsible stewards; creating a thorough succession plan for your investments and other assets;



International trust services

Your needs are unique—and can be complex.

 

Around the world, we can help you and your family with multi-jurisdictional asset holdings and estate planning—no matter how complex they may be. Closely collaborating with your other professional advisors. Tailoring our support to suit your unique needs.