CREDIT AND LENDING
While many clients have significant assets, they sometimes require liquidity solutions for a variety of reasons. Whether it is a concentrated stock situation, real estate or adverse tax issue, liability management is an integral part of the Wealth Management process. The evaluation of new or existing credit-lines and why we would consider them is an important step in managing both sides of the balance sheet. In this process, it is important that we are acting on your behalf to help you find the most suitable lending option with the best provider(s we have at our disposal.
The services we provide through our strategic partners are:
- Home equity lines of credit
- Pledged collateral non-purpose lines of credit against securities
- Collateralized margin loans against securities
- Control or restricted stock liquidity
Please contact your representative at Stoever Glass or Roland Stoever at (212) 952-1910 or (800) 223-3881 with questions or concerns.