Leumi Private Banking has had a long tradition of helping affluent clients in the U.S. and around the world to grow, preserve and protect wealth. In each key area of wealth management–investments, banking, liquidity, and estate and tax planning – we deliver customized solutions with the highest standards of confidentiality, integrity and service.

As trusted advisors, we take the time to get to know you, your family and your aspirations, building lasting relationships that span generations. The depth of this relationship and our shared values enable us to offer thoughtful and intelligent wealth management services for your ever-changing personal and financial circumstances today, and in the years to come.