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Private Bank

 

Discover smarter strategies to help access, grow and leverage what you've built.

Big picture, meet your private banker.

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When you're part of Umpqua Private Bank, exclusive benefits, discounts and personalized support are just the beginning. Through a one-on-one relationship with your private banker and team, we help bring your vision to life with integrated wealth, banking and lending solutions to connect the wealth you have today with the dreams you have tomorrow. Let us help you properly leverage your borrowing power. Together, we make the big decisions easier and the small ones even more meaningful.

You have needs. We have solutions.

You work hard to achieve success, but uncertainty can sometimes impact even the best-laid plans. That's why our solutions are tailored to address your needs and challenges as they evolve. Our highest priority is connecting dynamic strategies with your ambitions while bringing new ideas and recommendations to the table.

Combining the capabilities of an institutional-caliber platform with the caring attitude of a neighborhood bank, we deliver the keen insights, accessibility and agility to support your truest ambitions. Our financial professionals can introduce you to an exceptional range of customizable financial solutions designed to save you time and money.

 

Privileges include:

 

  • Comprehensive ongoing reviews that include risk assessments and cash flow analysis.

  • Access to trust, estate, treasury management and other banking professionals throughout Umpqua Bank.

Products and services

Our products and services work together to align the way you live your life today with your vision for a comfortable retirement.

Financing to suit your lifestyle

 

  • Securities-based lending

  • Residential mortgages

  • Investor commercial real estate loans

  • Home equity lines of credit

  • Life insurance financing

  • Trust lending

  • Specialty credit resources

 

Banking solutions tailored to your needs

 

  • Bank your way: Traditional, mobile and online

  • Fast access to foreign currency and monetary exchanges

  • Premium credit and debit card options

  • Enhanced checking and savings options

  • Premier-grade money markets and CDs

Solutions to grow your business intentionally

 

  • Small business administration

  • Corporate and commercial banking

  • Capital markets

  • Group retirement plans (401k, etc.)

  • Executive benefits

  • Succession planning

  • Merger and acquisition advisors

  • Short- and long-term liquidity management

Explore other Umpqua wealth solutions

Let's Connect

Ready to have your insights taken seriously? Let's start a conversation.
Have questions about Umpqua Assist? Reach out.
Phone: (833) 898-0973
Have other questions?