Private client lending compliments professional services
Strategic partnerships are an important component of our growth strategy. At PCMA Enterprise, we look for companies and partnerships that are accretive to helping our partners grow their business services and help bring our innovative products to the private client community.
Private client lending is synergistic and complimentary to the needs of the professional services community. This includes everyone from luxury real estate agents, small to mid-market wealth managers and financial advisors, and estate and trust attorneys.
PCMA partners with the professional services community. As the leader in the needs and complexities of sophisticated estates, we help our professional service partners protect their client books and grow their areas of practice.
Expand the total wealth management service offered for your accomplished clientele. The number of mass affluent and high net worth households is growing and so are the complexity of their needs. Consider private client lending as part of your comprehensive approach to wealth management.
With private client lending solutions you can go beyond helping clients protect and grow their wealth and start putting it to work. Partner with a private client lending expert with direct access to customized mortgage solutions, mitigating the need for your clients to contact a competitor for their financing needs. Protect the assets that rightly belong within your business while you capture new assets.
Real Estate Professionals
Private client lending also helps realtors grow their businesses by first recognizing root cause. The current less-than-stellar conditions are indicative of a lending problem, rather than a housing problem. The inventory exists; it’s just locked up thanks to the strict regulations that keeps capable buyers and sellers out of the market.
By partnering with realtors, private client lending advisors can help co-market awareness to the private client community they serve and help bundle services to those who are looking to re-enter the market.
When the lending problem is solved, the housing issues will also be remedied, setting the entire industry in motion.
The benefits of private client lending also extend to estate planning professionals. For example, consider a situation wherein an estate is being transitioned and the executor wishes to assume the loan or use the estate’s assets for home financing, yet can’t get past the tight regulations and strict requirements of ATR.
By partnering with trust attorneys, private client advisors can help make the transition easier during a very uncertain time.