City National Preferred Banking®
"Your gateway to a private banking experience"
Making the most of your wealth - today and for the future
As a City National Preferred Banking client you work with a dedicated team of financial experts focused on your family's financial well-being. Led by your Relationship Manager and City National Securities Financial Advisor, your team is backed by all the resources of a premier banking institution. Your Preferred Banking team takes the time to understand and act on your preferences by offering custom-tailored banking and investment solutions designed to handle all your financial needs.
Understanding your financial goals and concerns
Wherever you are in your financial life cycle, we can help. Your team is ready to discuss financial challenges that matter to you and your family the most such as:
- Retirement Planning
- Personal Wealth Management
- Wealth Preservation
- Wealth Growth
- Cash Flow Management
- Education Planning
- Insurance Planning
Addressing your evolving needs
Life isn't static. The arrival of a baby, sale of a business or an unanticipated inheritance can cause a realignment of your strategies and priorities. With a clear understanding of your goals, your City National team will create flexible financial strategies that evolve with your needs. Any changes in your personal or business life, economic or market conditions, tax law or financial regulations can be accommodated.
Getting StartedContact a preferred banking advisor today at (800) 899-1395, Monday through Thursday 7:00 a.m. - 5:30 p.m. and Friday 7:00 a.m. - 6:00 p.m. (PT).
Preferred Banking clients must maintain combined balances of $250,000 or more in qualifying deposits, wealth management and loan accounts.1 For a list of qualifying accounts and specific balance calculations, please refer to the City National Preferred Banking Disclosure, which is available upon request.
1 Terms are subject to change at any time without notice.
- Are Not insured by the FDIC or any other federal government agency
- Are Not deposits of or guaranteed by a Bank or any Bank Affiliate
- May Lose Value
Brokerage services provided by City National Securities, Inc., member FINRA/SIPC, a wholly-owned subsidiary of City National Bank.
Before making any investment decisions, please consult with your tax advisor.