Attorney Partnerships
Our relationship managers have years of experience supporting law firms and their clients. We understand your firm needs a bank that understands the complexities of a legal entity, settlement, or transaction and who is both efficient and responsive in meeting the needs of you and your clients.
We specialize in working directly with Trust and Estate, Corporate, Divorce, Bankruptcy and Real Estate Attorneys. Our relationship managers are able to open any account remotely, whether it be a trust or estate account, an IOLTA or business entity. It’s our goal to provide a customized relationship with our partner attorneys and truly work as an extension of their practice by providing innovative banking solutions
Why Partner with Leader Bank?
Specialized Rates
Elevate clients enjoy the most competitive rates Leader Bank has to offer to help clients achieve their financial goals!
IntraFi Cash Service
An easy-to-use option for large deposits to maximize a deposit’s FDIC insurance coverage through a network of banks that exchange deposits.
Business Banking & Cash Management
In addition to Business Online Banking we offer cash management services including remote deposit and positive pay.
Solutions For Your Clients
IOLTA Accounts: Compliant and easy-to-manage accounts for client funds.
Conveyancing Accounts: Streamlined solutions to handle property transactions securely.
1031 Exchange Services*: Assisting clients with the tax-deferred advantages of Section 1031 exchanges to sell and purchase commercial properties, residential properties, and rental properties.
Insurance: As a wholly owned subsidiary of Leader Bank, Leader Insurance** can help clients can obtain competitive rates and quality services on personal insurance policies for homes, cars, boats and more, as well as for commercial properties like condos, apartments and mixed-use buildings.
Securities Based Lending: For investors and private clients, securities based lending allows clients to finance virtually any need while maintaining a long-term investment strategy.
Concierge Banking with No Fees: Your clients will enjoy our tailored deposit products with no fees! With our unique concierge service and a relationship advisor to helping to manage your client’s experience, we make banking easy.
Elevate Checking: Streamlined checking account management, enhanced Online and Mobile Banking, free online bill payment, and more innovative features!
Elevate Money Market: A high-yield account with the best rate the Bank has to offer, a streamlined account opening process, an enhanced Online Banking platform, and access to your Elevate Private Banker.
Elevate Certificates of Deposit: Elevate Banking offers short- and long-term options tailored to your clients individual savings goals.
Complimentary Checks and Debit Card Services: Set up your clients to make payments and withdraw money from their account on the go with free checks and debit card services.
White Glove Client Service
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Streamlined Digital Account Opening
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ACH and Wire Services
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Digital Banking
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Courier Services
Meet The Team
Savy Ouk-Fernandes
About Elevate Banking
Founded with a vision of offering forward-thinking products and services to help our clients and advisors achieve their financial goals, Elevate Banking provides a world-class premier relationship banking experience to help you achieve the next level of financial success and security. And with a focus on long-lasting, prosperous client relationships built on trust and transparency, Elevate Banking offers you a personal advisor to assist with everything from account opening to expert financial guidance at every turn.
*Leader1031.com, LLC ("Leader1031") is a wholly owned subsidiary of Leader Bank, N.A. This website is provided as general information only and should not be taken as legal, investment or other professional advice. This content of this publication shall not be construed as a recommendation to participate in any particular trading, financial or investment strategy, and neither Leader Bank, NA nor Leader1031.com, LLC can provide legal or tax advice concerning the specific tax consequences of a given transaction. Any action that you take as a result of information or opinions provided in this publication is ultimately your responsibility. Consult your attorney or tax professional before making any investment or financial decisions.
**All insurance products are offered through Leader Insurance, LLC, a subsidiary of Leader Bank, N.A. Insurance products are not FDIC insured, not bank guaranteed, not a deposit, and not insured by any federal government agency. Leader Insurance, LLC is licensed in Arizona, Colorado, Connecticut, Georgia, Kentucky, Maryland, Maine, Massachusetts, North Carolina, New Hampshire, New Jersey, Nevada, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Virginia, and Washington.
