Professional Service Firm Solutions

Our experienced Wealth Management team takes a relationship-based approach in working closely with professionals and their firms to understand their short-term goals and long-term objectives. Combining our expertise, along with our industry experience, enables us to provide customized solutions for your professional practice while considering your wealth management needs and goals.  

Typical Clients:

  • CPA Firms
  • Law Firms
  • Medical Practices

Financing Solutions:

  • Working Capital Lines of Credit
  • Real Estate Financing
  • Acquisition Financing
  • Depository, Corporate Card, Merchant and Treasury Management Services
  • Partner Loan Programs
  • Personal Loans, Residential Mortgages, and Wealth Management services for the partners

Partner Loan Program Capabilities and Features:

  • Through a consultative approach, Comerica offers loan facilities customized to fit a firm’s requirements for the funding of partnership capital requirements, the purchase of stock, or the buyout of key executives.
  • Ability to provide loans to senior managers or key employees to purchase ownership in the firm.
  • Removes liabilities from a corporate balance sheet which frees capital for growth and expansion.
  • Firm receives proceeds up front, while borrowers repay the loans through payroll deductions.
  • Program loans vary in size and duration and include the guarantee/buyback of the firm.

 

Comerica Wealth Management

Since 1849, Comerica has been raising the expectations of what a bank can be by delivering a higher level of wealth management that nurtures lifelong relationships with unwavering integrity and financial prudence to help meet the needs of our clients.

Comerica's comprehensive, team-based approach to wealth management is designed to bring your full financial picture together, allowing us to provide first-class expertise, tailored solutions and personalized service to help you accomplish your goals.

From legacy planning to wealth preservation, asset management to specialized financing, our team of dedicated advisors, planners and strategists works hand in hand to create a balanced road map for your financial future.

  • Wealth Planning          
  • Investment Strategy
  • Trust Advisory
  • Private Banking
  • Retirement Services
  • Comerica Securities, Inc.
  • Comerica Insurance Services
  • Institutional Trust

For more information contact your local Comerica Wealth Advisor, comerica.com/wealthoffice.