Professional Service Firms

Our extensive experience working with private practices allows us to provide innovative solutions customized for your firm.

For decades, Cambridge Trust has been providing professional service firms sound financial guidance and support, with integrity and accountability. We are personally involved in your business, get to know you and your goals and consider ourselves an extension of your management team. We will even bring our banking services directly to you if necessary, saving your firm valuable time and resources. With our deep industry experience and strategic expertise, you can count on Cambridge Trust for financial solutions tailored to the unique challenges and opportunities you face.

Solutions We Offer

Deposit and Treasury Management

We’ll take the time to understand your firm and help you select the right combination of services to manage your business.

  • Operating/Conveyancing Accounts
  • Escrow Services
  • Treasury Management
  • Online & Mobile Banking
  • Foreign Exchange Services
  • Enhanced Earnings Credits
     

Business Lending

We understand the financing needs of professional service firms, from income leveling for partners to temporary operating expenses, new office space to making leasehold improvements.

  • Working capital lines of credit
  • Term loans
  • Owner-occupied mortgages
  • Partner equity purchase financing
  • Business credit reserve and credit cards
     

Other Solutions We Offer

As a private bank and wealth management company, we can also help you, your partners, your associates and clients with all the personal financial needs that come along in life.

  • Private Banking
    We offer a robust suite of banking products and services, including deposit accounts, online and mobile banking access, and credit and lending options, with competitive rates, flexible terms and local servicing.

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  • Residential Lending

    As portfolio lenders, we have the flexibility to customize a loan to better fit your specific financial requirements. And with local processing, underwriting and servicing, you can count on Cambridge Trust for speed of execution.

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  • Portfolio-Secured Lending

    This flexible borrowing option lets you access the liquidity you need using eligible securities in your portfolio as collateral, leaving your long-term investment strategy intact.

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  • Wealth Management

    Wherever you are in your life, we will work closely with you to deliver the individual attention, expertise and custom solutions for your evolving financial needs.

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  • Wealth Planning

    Our team gets to know your goals and values, then creates and implements a plan that will achieve your short- and long-term objectives.

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  • Investment Management

    As a fiduciary, we always act in your best interest. Our experienced team manages your account from a “total portfolio” perspective, incorporating your needs for liquidity, tax exposures, risk tolerance, family goals and outside interests.

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  • Trusts & Estates

    We have the expertise and resources to administer your trust and help settle your affairs exactly as you direct. We also offer the advantages of New Hampshire’s favorable and flexible trust laws, available to both residents and non-residents.

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