This business location is located on the 5th floor of Building 2 on N Tamiami Trail Trail in Sarasota City. The description on their website emphasizes their commitment to providing a relationship-driven approach to private banking, but unfortunately, this didn't translate to a positive experience for everyone. The financial services they offer are quite broad, covering areas such as accountancy, investments, education, and even private schooling. They claim to be a global financial powerhouse, but it seems they may not have the best customer service to back it up. The facilities are wheelchair accessible, which is a positive feature, and they have a co-brand with J.P. Morgan Private Bank. However, one major issue is the quality of their customer service, as one client reported having a terrible experience.