Lending Solutions
Lending Solutions provides a concierge, white glove service to our clients for all things debt financing. From finding the best rates to selecting the correct debt solution tailored to the client’s specific needs. We can tap our network of national, international, local, and niche lenders to find the best path for our clients in need of new debt or refinancing.
Client Ready Documents
- Lending Solutions Overview
- Weekly Mortgage Rate Update
Internal Resources
- In-House Lending Solutions (Internal Use Only)
- Loan Intake Form – Mortgage / HELOC (Internal Use Only)
- Loan Intake Form – Non-Mortgage (Internal Use Only)
- Custodian Margin Rates
| Debit balance | Schwab | Fidelity | Pershing |
|---|---|---|---|
| $0 – $999,999 | FF target upper limit + 125bps | FF target upper limit + 125bps | |
| $0 – $1,999,999 | FF target upper limit + 100bps | ||
| $1,000,000+ | FF target upper limit + 75bps | FF target upper limit + 75bps | |
| $2,000,000+ | FF target upper limit + 75bps |
- Applicable Federal Rates (IRS Section 1274)
Specialists
Jake Roman, Head of Client Lending Solutions
Leanne Haupt – Partner, Head of Family Office Services