You didn't get here by being like the rest — so your wealth plan can't be like the rest.

Our Private Banking group serves successful individuals, families and family offices, offering personalized services and solutions to help you grow, protect and transfer your wealth and realize your goals. 

Solutions tailored to your goals
We help you take advantage of the wealth you’ve created by identifying and pursuing key strategies to grow your assets.

  • Customized Credit & Lending1 solutions that allow you to fulfill personal goals like purchasing a home and strategically pursue growth opportunities.
  • Investment Management combines proprietary research, intelligent strategies and effective risk management to help you achieve your investment goals. 

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 & Estate Services to help protect your assets and preserve the legacy that you’ve worked hard to build.
  • Wealth Planning that considers your evolving needs and goals in the development of your personal strategies to help you realize your aspirations.

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1. All loans, lines of credit and other credit facilities offered by City National Bank are subject to credit approval and additional terms, conditions and eligibility requirements apply.