SPECIALTY BANKING
Commercial Banking and Private Banking Services for Law Firms
SPECIALTY BANKING
We advocate for people and businesses - including law firms like yours.
We're here to help you optimize your operations and move your firm forward. Specifically, we can help with:
• IOLTA accounts
• Firm operating accounts
• Client trust accounts
• Working capital lines of credit
• Loans to expand or make acquisitions
• Partner capital loans
• and more
"Having the right banking partner to grow alongside us and help us provide our services has been essential to Hecht Solberg's success. For nearly 35 years, California Bank & Trust has been that banking partner for our firm. They understand our needs and are responsive, reliable and, like us, value and believe in long-term relationships."
- David J. Vogel
Partner, Hecht Solberg
Pejhmon Kalantar
VP | Private Banking Relationship Manager
- Downtown San Diego Office
- Pejhmon.Kalantar@calbt.com
- 6196064624
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Commercial Banking Solutions
We're here to help your law firm thrive, with credit, depository and treasury management solutions designed to help you take advantage of financial opportunities
Business Checking
Get a checking account optimized to the specific needs of your firm.
Business Financing
Small or large, we have financing solutions that scale to your requirements.
Treasury Management
Solutions to help you make informed financial decisions and increase control over your cash flow.
Private Banking Solutions
We also provide comprehensive wealth management solutions, including personalized attention from dedicated professional advisors.
Private Banking
When you need help managing your assets and coordinating day-to-day objectives, our bankers are here for you.
Private Mortgage
Ready for a truly remarkable home loan experience? With CB&T Private Mortgage you can dream big, with special products, solutions and programs.
Financial Planning
Our team of financial management professionals will help you create a tailored plan for your future, integrating your personal objectives, risk tolerances and liquidity.
Wealth Management
A dedicated Wealth Management Advisor will help you build a strategy that addresses your objectives, risk tolerances and liquidity and financing requirements.