Your passion, our support and knowledge

You're facing the elements as well as the business risks. Meet an experienced partner who will stand with you.

Expertly tailored financial solutions for a business like no other.

An appreciation of your history — and a vision for your future

The wine industry has its ups and downs — and we’ve supported clients through them. With more than 35 years of wine business experience, we’ll bring you experienced advisors, and tools you need to manage whatever crops up. From strategy through the State of the Industry Report, Direct-to-Consumer benchmarks, and an unprecedented network, you can count on our expertise to provide the support you need.

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We offer a consultative experience to planning that’s completely centered around you and your unique needs.
We're thinking about you
State of the Wine Industry Report 2023

While the premium wine industry experienced another strong year, the US wine industry as a whole experienced negative sales volume growth due to decreased sales. Uncover our report’s key takeaways.

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2022 Direct-to-Consumer Wine Survey Report

The Direct-to-Consumer Wine Survey Report highlights digital sales strategies for the future, the evolution of wine tasting rooms and provides valuable industry benchmarks to help guide your business.

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A vintage business

Harlan Estates builds a family legacy through innovation.

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Answers for vintners & winery owners like you
Our expertise in crafting specialized financing solutions for wineries and vineyards includes vineyard acquisition and development, re-planting/redevelopment, general working and seasonal crop lines of credit, long-term real estate purchases, and equipment loans and debt restructuring. Learn more about Premium Wine Banking.
Our analysts bring you insights from the ecosystem as well as the State of the Wine Industry Report, Direct to Consumer Program, and Peer Group Analysis Benchmarking. Learn more about what we offer as part of Premium Wine Banking.
Gain access and valuable relationships with our technology and life science network, such as winemaker dinners and events, corporate gifting, auction events, our wine purchasing program, and more. Learn more about what we offer as part of Premium Wine Banking.
Communication and connectivity are at the heart of everything we can accomplish together. We’re here to build a collaborative partnership. Learn more about our approach.
Your advisor is your collaborative partner, and draws upon our specialized experts to provide the deeply informed advice and guidance you are looking for. Learn more about an individual advisor and our teams.

Have a specific concern? Contact us

Get to know your new strategic partner.
We can do so much together.