When the rate is live, go to the private-client side of a large institution, not a retail branch. Chase Private Client opens near $150,000 in combined balances. UBS from roughly $2 million to $5 million; JPMorgan and Goldman near $10 million. The first words: you are anticipating a significant liquidity event and want to establish the relationship in advance. Run 2 or 3 institutions in parallel so no single desk knows it is your only option. : Reset Intelligence
