Tailored Lending
Customized Lending of $10 Million or More to Qualified Clients
Wachovia Securities Financial Advisors can work with our affiliates to customize a lending strategy to meet personal credit needs. Through our affiliates, we can offer our high net worth clients structured lines of credit greater than $10 million, secured by quasi-liquid assets*, such as:
- Business valuation/privately owned companies
- Hedge funds or private equity interests
- Control, restricted or concentrated stock positions
- Intellectual property
- Capital market credit transactions
- Contracted receivables
- Sports franchises or entertainment libraries
- Employee stock option program (ESOP) loans
In limited circumstances, for exceptional clients, unsecured lines of credit may also be available.
Contact a Wachovia Securities Financial Advisor for more information about our tailored lending options available.
*Certain restrictions apply. Not all types of listed assets may be eligible collateral.
Lending and other banking services available through the Banking Services Group of Wachovia Securities are offered by banking and non-banking affiliates of Wachovia Corporation, including, but not limited to Wachovia Bank, National Association; Wachovia Bank of Delaware, National Association; or Wachovia Financial Services, Inc. All loans and lines of credit are subject to credit approval, verification and collateral evaluation. Initial decision is subject to you meeting specific underwriting requirements and final approval will be based upon your satisfying those requirements.
