Private Banking Solutions from City National Bank



Four steps to follow when your inheritance is more than money.

You want to... 

Invest based on cash flow needs.
Aligning your investments with cash flow is one of the most important things we do.
Finance an upcoming project.
Make sure you're taking full advantage of your buying power.
Make your legacy last.
Create a thoughtful trust and estate plan so you can rest assured.
Customize your estate plan.
Make sure that your estate plan is as unique as your family dynamics.
Retire at a certain age.
Create a wealth plan that's focused on your priorities, like retirement.

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.


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

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.

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 FINRA/SIPC), a subsidiary of City National Bank.