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Helping you meet your
business and personal priorities.

You wear many hats each day to address competing priorities among your business, employees, family and community.
We deliver integrated solutions because your business and personal life are closely interconnected. 

Solutions for peace of mind
Your team will work to solve problems and help you achieve your goals by taking a broader, more complete perspective of your finances.

  • Customized Lending to create strategic borrowing plans as new opportunities and liquidity needs arise.
  • Investment Management for proven strategies to create a diverse portfolio for your unique investment objectives.

Solutions that make a long term impact
We’ll take the time to understand your unique family dynamics, tax sensitivities and any other concerns so we can help you create an impactful legacy for generations to come.

  • Trust and Estate Management to assure your assets and preserve the legacy that you’ve worked hard to build.
  • Business Succession Planning to ensure your business will be ready for a transfer of ownership when you are.

Solutions that work as hard as you do
Our rich heritage of working with business owners and entrepreneurs allows us to provide a full complement of resources and insights.

  • Treasury Management to help you manage, preserve and optimize cash resources and working capital.
  • Commercial Lending to provide you with financing solutions that meet your business needs.

Experience the City National difference.


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