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WEALTH PLANNING SOLUTIONS

Knowing all of your assets are aligned — that's peace of mind.

At City National, your Private Banker will work with you and your trusted advisors to make sure all aspects of your wealth are working together to support your vision.

By taking the time to understand what’s most important to you, we can properly evaluate your plan and implement effective wealth management strategies, aimed at the outcomes you desire.

Our commitment to you and your plan doesn’t end there. We’ll continually monitor progress toward your goals and make proactive recommendations to ensure you’re on track. Like your life and your needs, your wealth plan is always evolving.

Wealth Planning Services

Cash Flow Analysis

Compare current and future income sources with your spending needs and goals for a detailed understanding of your finances.

 

Philanthropy

Structure your charitable plans to maximize your giving capabilities and minimize capital gains.1

 

 

Retirement Planning

Make sure you’re using the right vehicles to retire when you want, how you want, while preserving a well-deserved legacy.

 

Risk Management

Review your accounts, from life insurance policies to retirement plans, so they continue to serve your needs and mitigate risk.

 

Intergenerational Wealth Planning

Protect your wealth and your legacy, ensuring your assets are used exactly as you envision while minimizing wealth transfer taxes.1

Meet our Wealth Planning Team

Gaye L. Chun, JD
Gaye L. Chun, JD Senior Vice President Senior Wealth Planner
Shilpa Mirchandani
Shilpa Mirchandani Senior Vice President Senior Wealth Planner
Nichole Walker, JD
Nichole Walker, JD Senior Vice President Senior Wealth Planner CTFA, TEP, CRPS®
Alan Wolberg
Alan Wolberg Senior Vice President Senior Wealth Planner

Fulfill your vision with a Private Banking relationship.
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​Families looking to preserve wealth are using more formalized processes so they can feel more confident that the next generation will sustain not only their wealth but also their family's legacy.

 

3 Principles for Managing Money as a Couple

Whether or not you decide to merge your money into joint bank accounts or not, there are three key principles all couples should practice when managing money together.

 

1City 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.