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Private/Wealth
Services to Attorneys

Legal practices have unique financial needs and Gateway Bank has structured a specific roster of products to provide a comprehensive financial management solution to practices large and small. Taking into consideration the practice as a whole, as well as the specific financial needs of partners as well as associates, Gateway Bank provides a single financial resource for all parties and entities on which the practice is built.

Services for the Professional Legal Practice
  • Full-featured business transaction accounts
  • Business Money Market Investment accounts
  • Free online banking and Bill Pay
  • Commercial Cash Management:
    • Sweep accounts
    • Lock Box services – available soon
    • Investments
  • Remote Deposit Capture
  • Merchant Processing services
  • Courier and Armored Car service
  • Retirement Planning and Employee/Partner Benefits:
    • 401k
    • Simplified Employee Pension Plans (SEP)
    • Deferred Compensation Plans
  • Lending services for start-ups or for expansion of
    an existing practice:
    • Lines of credit
    • Property acquisition loans
    • Construction loans
    • Financing for income-producing properties
  • Specific Legal Management Accounts:
    • IOTA Accounts
    • Escrow Accounts
Services for Partners of the Firm

Beyond the financial management needs of the practice, Gateway Private | Wealth professionals address the unique requirements of the individual partners. By providing a complete roster of business banking, personal banking and wealth management services, Gateway Bank provides a single, consolidated financial resource for the professional practice as well as the principles.
  • Private | Wealth services
  • Personal cash flow loans
  • Full-featured, interactive personal transaction accounts
  • Personal Money Market Investment accounts
  • Online banking and financial management
  • Comprehensive Wealth Management services
  • Portfolio Management and Brokerage Services provided through Raymond James Financial Services, Inc. (Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC, not FDIC Insured, not guaranteed by Gateway Bank and subject to risk and may lose value, not a deposit, and not insured by an government agency. Raymond James is not affiliated with Gateway Bank)
  • Traditional and Roth IRA accounts
  • Individual retirement planning services
  • Estate Planning and Trust services
  • Customized lending for vehicles, watercraft and aviation
  • Club Membership lending
  • Personally secured loans and lines of credit
  • Residential lending for high value properties
  • Second home and vacation home financing
  • Home equity lines of credit
  • Total financial relationship based banking services
Private Gold Reserve Checking

The cornerstone of the individual attorney’s personal banking relationship with Gateway Bank is Private Gold Reserve Checking. From this central high yielding account, all segments of the banking relationship can be consolidated.
  • Minimum opening balance - $5,000
  • Minimum Daily Balance of $25,000 or Average Monthly Balance of $50,000 in any combination of personal depository accounts, or $50,000 in any combination of outstanding personal loan balances waives Monthly Maintenance Fee of $25
  • Tiered interest rate structure:
    $
    0
    -
    $
    4,999.99
    $
    5,000
    -
    $
    24,999.99
    $
    25,000
    -
    $
    99,999.99
    $
    100,000
    -
    $
    499,999.99
    $
    500,000
    +
       
  • Complimentary standard Private Gold Reserve checks
  • Unlimited check writing
  • Quality Service Guarantee
  • Free Gateway Bank debit card
  • At your request we will reimburse ATM fees that are charged by another bank up to $5.00 per statement cycle. Please notify us within 30 days of statement date.
  • Free online banking with Bill Pay
  • Payroll direct deposit
  • Free imaged account statements
  • E-mail statements available
  • Combined statements available
  • No service charge for Deluxe ID TheftBlock® Plus
  • No service charge for Official Checks
  • Bonus rates on Personal Certificates of Deposit
    (cannot be combined with CD specials)
  • Visa® or MasterCard® credit cards with reward points
  • Discounts on Safe Deposit Boxes (where available)
  • No service charge for Notary and Photocopy service
  • Discounts on personal, auto, boat and mortgage loan financing
Gateway at Work Checking Account

In addition, Gateway Bank provides premium featured accounts to associates and employees of the legal practice, including Gateway at Work Checking. No monthly maintenance fee or minimum balance requirement.
  • Personalized standard checks at no charge
  • Unlimited check writing
  • Quality Service Guarantee
  • Free Gateway Bank debit card
  • Free transactions at all Gateway Bank and Publix Presto! ATMs
  • Free online banking with Bill Pay
  • Payroll direct deposit
  • Free imaged account statements
  • E-mail statements available
  • No service charge for Official Checks
  • No service charge for Deluxe ID TheftBlock® Plus for one (1) year
  • Visa® or MasterCard® credit cards with reward points
  • Discounts on Safe Deposit Boxes (where available)
  • Discounts on personal, auto, boat and mortgage loan financing




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