Private Clients
Always by your side, empowering your wealth for decades to come
Our legacy as a family-owned institution gives us a distinct perspective, placing relationships above transactions. This ethos, combined with our flat structure, ensures individualized attention, swift decision making, and a commitment that spans generations.
BOUTIQUE APPROACH
A private banking experience designed just for you
The true essence of private banking is cultivating enduring relationships that transcend financial transactions. It is about understanding your individual needs and aspirations, and adapting to the nuances of your lifestyle. At Safra National Bank, every financial solution is tailored to meet the uniqueness of every client we are privileged to serve.
EXPERTISE
Backed by tradition, geared for tomorrow
With 180 years of tradition as our backbone, our experienced team perfectly marries time-tested wisdom with forward-thinking strategies. Driven and adaptive, we ensure our clients have the insights and tools to always be poised for success.
PRODUCTS AND SERVICES
You set the goal; we get the sails ready to take you there
We offer a complete suite of solutions designed to help you achieve your financial goals. From sophisticated products to services that make your everyday easier, Safra National Bank is always by your side.
Digital Experience
SafraLink® was designed with your security and convenience in mind. Quickly access positions, balances, transactions, statements, investment reports, and more.
- Digital Account Opening
- Online and Mobile Banking
- Multi-Layered Security, with Token-Based Transactions
- Consolidated Statements
- Comprehensive Reports
- Mobile Check Deposit
Core Banking
A comprehensive range of core banking services to meet your financial needs.
- Checking and Saving Accounts in USD and Other Currencies
- Debit and Credit Cards
- Access to ATM Networks
- Wires in USD and Other Major Currencies
- Automatic Recurring Transfers and Payments
- Custody and Safekeeping of Assets
Cash Management & Other Solutions
We are committed to helping you achieve your goals - in the short and long terms. We offer a wide range of cash management solutions to help you manage everyday liquidity and improve returns.
- Certificates of Deposit (CD)
- Money Market
- US Treasuries
- Commercial Papers
- Other Short-Term Securities
- Gold Bullion (Gold in its purest form)
Foreign Exchange
An extensive range of Foreign Exchange solutions designed to cater to your specific currency requirements.
- Spot Foreign Exchange
- Foreign Currency Wires
- Foreign Currency Swaps
- Foreign Currency Options
- Deliverable and Non-Deliverable Forwards
Credit and Loans
Explore opportunities to enhance your liquidity. We offer a variety of credit and loan options tailored to your specific needs.
- Securities-Based Lending
- Revolving Credit Line
- Letters of Credit
- Insurance Premium Finance
- Insurance Cash Surrender Lending
PRODUCTS AND SERVICES
One destination for all your financial needs
From expert advisory to insurance services, we offer a comprehensive suite of solutions, curated to address your unique needs, and delivered with excellence.
Insurance Services³
Personalized solutions, top-rated insurance coverage, and innovative investment options to optimize your returns and protect your assets.
- Wealth and Estate Planning Strategies
- Access to Top-Rated Insurance Carriers
- Permanent Index Products
- Private Placement Solutions
- Financial Optimization
Banking Products & Services are provided by Safra National Bank of New York, Member FDIC ¹ Brokerage Services are offered through Safra Securities LLC, Member FINRA/SIPC ² Investment Advisory services are provided by J. Safra Asset Management Corporation, an affiliate of Safra National Bank of New York ³ Insurance Services are provided through J. Safra Inc., FL License #L119125 For more details, please contact your Account Officer. Investment, Insurance and Advisory Products and Services, and Foreign Exchange Transactions, are Not FDIC Insured or Insured by Any Federal Government Agency, Not a Deposit, Not Bank Guaranteed and May Lose Value