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Personal Custody Services

For clients who prefer to direct their own investment decisions, our personal custody services can:

  • Ensure accuracy in record keeping
  • Provide timely collection and reinvestment
  • Provide independent pricing and daily valuation
  • Promptly notify clients of pending stock splits, bond calls, tender offers or proxies

We have a long tradition of providing custodial services for special assets, including:

  • Limited partnerships
  • Intellectual property
  • Private notes

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.

 

Learn More

Insights

  Avoiding Probate
Several ways to avoid probate.
  Disaster Plan
Preparing an individual disaster plan.
  Incentive Trusts
Have it your way.
  Trustee Selection
Making the right choice.

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