Our Story

Seattle Bank is a boutique bank focused on the needs of individuals, families, businesses, and community organizations in the Pacific Northwest. Our mission is to be a unique financial resource by providing our clients a personalized experience and peace of mind.

What are Family Office Services?

Family Office Services at Seattle Bank are designed to support clients, who want to delegate core elements of the day to day administration of their finances hence freeing up time to focus on what matters most.

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Bill Payment Services

  • Let us handle your routine and one-off bill payments
  • Our dedicated leads operate with utmost security, privacy, and accuracy
  • Services include bill collection, review, approval, tracking, and more
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Financial Reporting & Analysis

  • Gain financial peace of mind with detailed, accurate reporting
  • Enjoy a dedicated client lead that handles all of your reporting and analysis
  • Services include asset reconciliation, financial statement preparation, cash flow tracking, and more
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Foundation Administration Services

  • Focus more on your philanthropic efforts; we'll take care of the administrative part
  • Our client leads are here to meet your foundation's specific needs
  • Services include grants and program management, accounting and financial reporting, and general administration
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How We Collaborate with Advisors

We understand how your investment strategy fits into your family's future. That's why we work with your independent wealth advisors with total transparency and coordination.

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Meet the Family Office Services Team

Get to know our family office services team.

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