Credit & Derivative Facilities
Representing Family Offices' Risk in Collateral Allocation
A private client with a family office wanted a credit line, without providing a personal guarantee, as the clients’ net worth and assets greatly exceeded the amount of the credit line or the amount under management at the subject bank.
Aligning with Industry Standards
A family office asked us to review their credit and derivative facilities with a major bulge bracket bank.
Aligning Oil and Gas / E&P Companies' Needs
An oil and gas company wanted to set competitive pricing on commodity hedging trades, but its credit facility restricted collateralized derivative facilities to be only with that same bank.