Selling assets to meet liquidity needs is often the most expensive option available and rarely the right one
Tocqueville provides access to sophisticated lending solutions that allow clients to meet financial obligations, seize opportunities, and manage cash flow without disrupting a long-term investment strategy.
Through our curated partnership with BNY Mellon, clients benefit from flexible, customized credit structures designed for the complexity of high-net-worth financial lives.
Investment Credit Line (ICL)
A flexible line of credit of $1 million or more for personal or business needs — from major purchases and tax obligations to investment opportunities — with interest charged only on the amount borrowed and no prepayment penalties
Margin Lending
Access to margin borrowing against your investment portfolio held at Tocqueville, providing a flexible, cost-effective source of short-term liquidity when you need it most
Mortgage Solutions
Custom residential mortgage solutions for single-family homes, condos, and co-ops, including adjustable and fixed-rate structures, construction financing, and asset-pledge programs in lieu of a cash down payment
Commercial Real Estate Financing
Tailored financing for commercial property acquisition and investment
Life Insurance Premium Financing
Structured financing solutions for large life insurance premiums as part of an integrated estate or wealth transfer strategy
Ready to Start a Conversation? We’re All Ears.
Whether you’re navigating change, rethinking your advisor, or simply exploring your options — we’re here to listen. No pressure. No pitch. Just a thoughtful conversation.
Contact us
* indicates required fields