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Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately-held businesses, family offices, and not-for-profit organizations. We help our clients set and achieve their goals by developing solutions specifically designed and implemented for them.

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Our Solutions

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See what caught our eye this week and get our view on these topics.

Investor optimism has been fueled by historically low interest rates as well as private equity firms looking for investment opportunities with a vast amount of dry powder on the sidelines. Whether companies are seeking acquisitions in areas where they need to grow or add capabilities to help shape their post-Covid future, the M&A environment suggests that both investment bankers and acquirers are confident in the intermediate-term prospects for the global economy.
Will my mother’s life insurance policy cause a Medicaid penalty?
What happens to Medicare premiums after I get a gift?

Our Leadership