|
City National Experience
City National has a rich tradition of working with financially successful individuals and their families. Since 1954, we have focused on finding ways to protect and grow our clients' wealth. Our unwavering commitment to providing personalized service and exceptional value has earned us a reputation as the trusted advisor of choice.
Clients are our primary focus.
By putting clients at the heart of everything we do, City National Bank has earned the confidence of many of California's financially successful individuals and their families.
We value long-term relationships. Our team of seasoned professionals takes care to ensure the needs of clients and their families are handled with great dispatch and compassion - we are always looking to anticipate, evaluate and respond to developments that affect the well-being of clients and their families.
Through decades of handling complex trust and investment issues, we have developed the expertise that our clients appreciate - including strategies for the transfer of wealth and planning for the succession of privately held businesses. By carefully reviewing the overall structure and the many details of our clients' estate plans, we can provide valuable insights in:
- Trust structure
- Taxation
- Wealth transfer
- Investment management
- Real estate management
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.
|