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Our Private Banking Approach

We provide personalized wealth planning, trust and estate planning, investment management, and banking and credit solutions for successful individuals, families and organizations. Whether you're building a legacy, building a business, supporting your community or making a difference in the world, we aim to be your most trusted advisor, supporting your vision every step of the way.


Explore Our Services

We ask the tough questions so you don’t have to. We make sure you’re considering every aspect of your wealth to achieve what’s most important to you. Once we understand what drives you, we can create a plan crafted to fit your needs.

Who We Serve

Our Private Banking team has deep expertise serving families and individuals, their businesses, and the organizations they care about.

Families & Individuals

Nothing we do for our clients is off the shelf. We strive to find out what’s important to you and your family so we can help you achieve success, on your terms.

 

Professional Services

Partners and executives face unique challenges and opportunities. We provide firms and their top professionals with the insights and solutions they need for a strategic business advantage.

Nonprofits

The complexities of running a nonprofit organization require sophisticated financial solutions. Our teams have deep expertise solving for the unique challenges of nonprofits.


Expert Insights

9 Allowance Strategies to Teach Your Children About Money

Learn the strategies parents should and should not put in place for their kids' allowances and how to implement these tools as young children grow into young adults.

 

What's the Key to a Multi-Generational Family Legacy?

​Families looking to preserve wealth are using more formalized processes so they can feel more confident that the next generation will sustain not only their wealth but also their family's legacy.

 

3 Principles for Managing Money as a Couple

Whether or not you decide to merge your money into joint bank accounts or not, there are three key principles all couples should practice when managing money together.

 

Trust and Estate services offered through City National Bank and RBC (Delaware) Trust. Investment management services provided by City National Rochdale, LLC, a wholly owned subsidiary of City National Bank and a registered investment advisor providing investment advisory services to City National Bank clients. Brokerage services are provided through City National Securities, Inc. (member FINRASIPC), a subsidiary of City National Bank.