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Our best thinking focused on your best interests

When your financial life encompasses many dimensions—banking and credit arrangements, investments and retirement assets, insurance portfolios, along with your hopes and dreams—standard solutions are not enough. That is why we offer you:

• A dedicated team of experts to focus continual attention on the complexity of your financial affairs
• A truly effective, comprehensive financial plan
• Advisory specialists to address highly technical needs

Your team—a private banker and commercial lender ( from a Synovus bank ), investment specialist and trust specialist, all from the Synovus family of companies—will meet to review your relationship at the outset and regularly thereafter. These experienced client team members include attorneys, accountants, tax specialists and others with advanced qualifications. They share analyses, ideas and perspectives with you and with one another, developing insights and carefully reviewing details so no fact, potential issue or subtle opportunity is overlooked.

Investments
Take advantage of our open architecture and knowledgeable guidance to structure a personalized investment portfolio.

Trust and Estate Services
Benefit from sound estate planning that will help you transfer wealth to family members or charities, reduce taxes, and continue the success of your business.

Private Banking
Receive banking and lending solutions you need combined with the personal attention you deserve.

Clients of Private Client Services generally have liquid investable assets of over $500,000 or complex financial needs.

Visit or call us to discuss your needs.
Find a Synovus Location

We look forward to putting our unique combination of service and expertise to work for you.