About Us // Why We Are Different
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About Us

Why We Are Different

Understand Needs

We understand the needs of wealthy families because we are one.

Preserve Wealth

Preserving wealth is our single-most important responsibility, unlike many firms that merely seek buyers for their financial products. This responsibility requires us to draw from our experience in working with other wealthy families as well as our own.

Align Interests

We are independent and free of conflicts. Our services are designed to be transparent and achieve an alignment of interests. We seek the best available solutions and principally recommend investments that we buy ourselves.

Invest With Experience

Our experience comes from serving as patriarchs of personal and family fortunes; stewards of endowments and foundations; founders of distinguished investment firms; and principals of successful operating businesses. With over 150 years of combined investment experience, all members of our Investment Committee have created and managed substantial personal wealth with consistently remarkable results. Members of our Investment Committee include Howard Milstein, Richard Elden, Barry Friedberg, and James Gordon.

Additionally, we provide access to co-investment opportunities with the Milstein family and other successful families with whom we partner in our private banking family. These opportunities are anchored by the financial commitment, access, and expertise of our partner families.

Act with Discretion

We believe a fiduciary relationship requires a depth of trust that is steadfast and inviolable. You should have ultimate comfort with regard to your information, assets and financial well-being. As a private concern, we take extensive measures to ensure we honor the fiduciary responsibility that you entrust with us.

Deliver Exceptional Service

Service that is limited to your investments doesn't fully define private banking. Your lifestyle requires a level of planning and support that many people would have difficulty understanding. We understand these demands and have set the standard for the service that you can expect from New York Private Bank & Trust. We believe private banking service has few limitations and operates twenty-four hours a day, seven days a week.