BANKING BUILT FOR

Family
Offices

Family offices manage complex financial lives across generations, entities and evolving priorities. We understand the value of exceptional service and entrepreneurial partnership that enables you, your business and your clients.

See Services

“Great service listens first, solves second, and follows through always.”

SAM SIDHU PRESIDENT & CEO • CUSTOMERS BANK

One platform
for every client and entity.

Your customers’ financial needs are complex — from personal accounts to trusts, LLCs and operating companies. We bring it all together in one streamlined digital experience with a single view across deposits, payments and reporting.

PRODUCTS & SERVICES

What We Offer

Our family office specialists provide banking solutions

customized to your business needs.

Treasury Management & Banking

Checking Accounts, Money Market Accounts, Insured Cash Sweeps.

Personal
Lending

Residential Mortgages, HELOCs, Personal Lending.

Commercial
Lending

Working Capital Lines of Credit, Term Loans, Commercial Real Estate Loans.

Fraud
Protection

ACH Fraud Protection Services, Check Positive Pay, Account Reconciliation.

MEET THE TEAM

Family Office Experts

Tara Hickey

Tara Hickey

SVP, Group Director

Allan Maragh

Allan Maragh

VP, Senior Account Manager

Alesio Dedja

Alesio Dedja

AVP, Account Manager

Bankers with the expertise to power yours.

Meet our Customers Insights & Expertise
Contact Us

Different by design

Customer focus,
first and always

Exceptional service,
redefined

A strong and

sustainable model

Family Office
Frequently Asked Questions

What solutions does Customers Bank offer for ERP connectivity?

Customers Bank Connect provides simple, point-and-click integration with leading ERP platforms, making it easy to embed banking directly into your existing systems.

With secure, real-time connectivity, customers can initiate payments, access reporting and streamline treasury workflows — without leaving their ERP. This reduces manual steps and helps teams move faster with greater accuracy.

As of May 2026, Customers Bank Connect supports NetSuite, Sage Intacct and Microsoft Dynamics 365 Business Central, with additional integrations planned.

Built on our digital-first infrastructure, this solution reflects our focus on speed without sacrificing safety — helping customers operate more efficiently while maintaining strong controls.

How do you serve the unique needs of family offices — the parent entity, the business manager and the individual?

We deliver a high-touch banking experience designed to simplify complexity, move quickly and support every part of your financial ecosystem.

For family offices, business managers & advisors

  • One platform to manage personal and business accounts, trusts, LLCs and operating companies in a single view.
  • Dedicated bankers who understand complex, multi-entity financial structures and high-touch service needs.
  • Faster digital account opening and treasury onboarding to keep business moving.
  • One point of contact across treasury, lending, mortgages and business banking.

For individuals:

  • A dedicated banker who understands your full financial picture — personal and business.
  • Banking and credit solutions designed for complex income structures and evolving financial needs.
  • A streamlined digital experience with visibility across accounts, entities and transactions.
  • The capabilities of a larger bank with the responsiveness and agility of a relationship-driven partner.
Do you provide personal banking services?

Yes. See our full suite of personal banking services.

What makes Customers Bank different?

Customers Bank was founded in 2009 with one goal in mind: to enable our customers’ prosperity. Founded and built by bank industry veterans, we understand that true innovation is powered by people. We pride ourselves on:

  1. Customer focus, first and always. Our success is defined by our ability to serve our customers — today and in the future. We invest in new product solutions and industry innovations that translate into a better banking experience for our customers.
  2. Exceptional service, redefined. Our Single Point of Contact model means that we know our customers by name, deliver personalized service and identify business solutions that address the unique needs of each customer.
  3. A strong and sustainable model. Customers Bank is one of the nation’s top-performing banking companies. Founded in 2009, today we are among the 80 largest bank holding companies in the U.S. — all powered by organic growth.

Read more about what sets us apart — including our industry-leading Net Promoter Score.