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PRIVATE EQUITY PROFESSIONALS

Diversify your portfolio. Grow your vision. 

When it comes to planning your wealth, you need a collaborative advisor with your goals in mind. At City National, our Private Bankers get to know what’s important to you and your family so we can craft the right solutions, tailored to your priorities. With extensive experience serving the private equity industry, we recognize your need for a strategic and innovative wealth advisor.

Solutions personalized to your goals
From managing everyday cash flow to accessing liquidity that will help you grow your wealth, City National is ready to help you achieve your short and long-term goals.

  • Online Banking helps you see your financial big picture with tools to manage all your accounts and perform transactions — all from your secured device.
  • Customized Lending1 solutions tailored to your priorities that provide access to funds to help you pursue your unique goals.

Solutions for your legacy aspirations
Your Private Banker, along with a dedicated team, will help craft a wealth plan and implement solutions that can provide you peace of mind that your family's needs are addressed.

  • Wealth Planning that takes a 360 degree view of your wealth, priorities and goals, and identifies strategies to help keep it all synchronized
  • Trust & Estate Services that help protect your wealth while providing for your family's future.

Meet Our Team Lead

Craig Kelley Senior Vice President, Team Lead CFP® NMLS #541207 (310) 282-7859

Experience the City National difference.

 

Share your contact information and a Private Banker will be in touch to set up an appointment to discuss your goals.

 

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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.