Asset Management

We actively manage client assets within the context of the whole estate - fully customizing a strategy that puts all assets, such as securities, privately held businesses, real estate or partnerships, to work.

Before making investment management decisions on a client's behalf, we examine special areas of interest, such as charitable intent, business succession or wealth transfer to the next generation.

Business Interests

Our trust specialists carry out client wishes. City National focuses on developing and implementing business succession plans and providing the most appropriate solution for the family - whether that be the continued operation or a beneficial disposition of business assets. When appropriate, we work with ongoing management or recruit management talent to maintain and enhance the future value of a business.

Real Estate

Real estate plays a significant role in most estates. City National's trust real estate experts view real estate holdings both as an investment and a property to be managed. Our real estate professionals are experienced with a broad spectrum of real estate-based assets and properties and are active in local markets. They work to enhance the after-tax returns of clients' trust real estate assets through:

• Property valuation
• Tax advantages
• 1031 exchanges

Our certified property managers keep clients well informed through regularly scheduled meetings at which property management issues are discussed in detail.

Partnerships

Partnership investments often entail unique challenges. Our trust officers review partnership assets and develop strategies to fulfill the direction provided by our clients' trusts in the areas of:

• Structure
• Income and principal distributions
• Valuation
• Liquidity

Intellectual Property

We actively manage and position clients' intellectual property rights. Working with our close network of professionals, we develop strategies to maximize the current value of those rights and ensure their ongoing value to our clients, their families and their beneficiaries.

Getting Started

As a valued client, you deserve the resources and one-on-one personal attention you can find only at City National Bank.

To learn more, please contact us or visit us at one of our Private Client Services locations.