Trust and Estate Management Services

TRUST

& ESTATE

SERVICES

Find a Private Banker near you
Connect with us directly at (800) 773-7100

Have confidence in the future of your wealth.

You’ve spent a lifetime achieving success and creating wealth. We’ll help you protect your assets and preserve the legacy that you’ve worked so hard to build.

 

A dedicated trust advisor will take the time to understand your unique family dynamics, tax sensitivities and other aspects of your life so they can create a thoughtful, customized plan.

 

Our promise is to provide you with peace of mind, knowing where your wealth is, and where your wealth is going.

Our Services

Trust and Estate Administration

We can handle every detail of your trust and estate plan. As your corporate trustee or executor, City National will provide:

  • Objectivity. We manage your trust and estate plan without personal bias — a must when making discretionary decisions.
  • Continuity. Individual trustees may be limited by age or incapacity, while a corporate trustee can ensure your plans are executed for the duration of the trust.
  • Responsibility. As fiduciaries, we are held to stringent legal and ethical standards.

Comprehensive Asset Management

Our trust advisors are committed to preserving the value of your assets, ensuring your legacy lives on. We have deep expertise managing a wide range of asset types as part of a trust or estate plan, including:

  • Investment management1
  • Specialty assets
  • Real Estate management
  • Limited partnership interests
  • Limited liability companies

Philanthropic Services

Whether it’s a cause you feel passionate about, a university that’s helped you along the way, or a family foundation, we can help you make philanthropy a part of your legacy. We can serve as your trustee, co-trustee or executor for:

  • Donor advised funds
  • Private foundations and endowments
  • Charitable trusts

Special Needs Trusts

City National is among the few institutions with a dedicated Special Needs team. Our advisors have the experience, judgment and professional resources to create meaningful financial solutions for individuals with ongoing healthj challenges.

Trust Real Estate

A unique combination of real estate and trust expertise will help you maximize the value of your real estate assets.

Delaware, Nevada and Tennessee Trusts

Whether moving an existing trust or creating one, we can provide you with tax savings and asset protection offered within these trust-friendly jurisdictions.2

Additional Services

  • Personal and charitable trusts
  • Revocable and irrevocable trusts
  • Estate settlement
  • Testamentary trusts
  • Probate estates
  • Conservatorships
  • Directed trusts
  • Pre-Immigration trusts
  • Custody and reporting services
  • Trust tax return preparation
  • Irrevocable life insurance trusts

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1City National Rochdale, LLC, (CNR) a wholly-owned subsidiary of City National Bank, is a registered investment advisor providing investment advisory services to City National Bank clients. Convergent Wealth Advisors, an affiliate of City National Bank, also provides investment management services to City National Bank clients. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. All investing is subject to risk, including the possible loss of the money you invest. Past performance is no guarantee of future performance.
2City National Bank its affiliates and subsidiaries, as a matter of policy, does not give tax, accounting, regulatory or legal advice. Rules in the areas of law, tax, and accounting are subject to change and open to varying interpretations. You should consult with your other advisors on the tax, accounting and legal implications of actions you may take based on any strategies presented taking into account your own particular circumstances.
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