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WITH INTEGRITY & TRUST

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.

Our Solutions

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Insights

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

The four-month-old war in Ukraine continues to impact inflation in the food and energy markets as well as the United States’ foreign aid commitments. Military success in this consequential conflict could ameliorate many of the challenges that are impacting the global economy. Since early April, the fighting has shifted to the Eastern part of Ukraine and can be characterized as a war of attrition, with the Russian Army capitalizing on its 10-to-1 artillery advantage and its ability to effectively resupply its operations. According to the International Monetary Fund, Ukraine’s economy is estimated to decline by 35% this year.

Will my mother’s life insurance policy cause a Medicaid penalty?

What happens to Medicare premiums after I get a gift?

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Our Leadership

john P. babcock

President

thomas j. ross, jr.

President, Family Office Services Division

david m. collum

Managing Principal, Chief Operating Officer

John e. creamer

Managing Principal, Chief Investment Officer

Jeffrey FISHER

Managing Principal, Head of Investment Strategy

james e. kearney

Managing Principal, Head of Wealth Management

DANIEL J. LEARY III

Managing Principal, Chief Fiduciary Officer

David G. Dietze

Managing Principal, Senior Portfolio Strategist

diahann w. lassus

Managing Principal

PETER J. LEWIS

Managing Principal, Regional Investment Head