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Our Private Banking clients are typically business owners, entrepreneurs, wealthy families, executives or professionals with a minimum of $5 million in financial assets or a net worth of at least $10 million.
City National Private Client Services is dedicated to providing private banking and wealth management solutions that are aligned with the objectives of our clients, their families and their businesses. Working to understand each client's unique situation, we offer the reliability and counsel of an advisor knowledgeable about financial markets and the local communities we serve.
Life isn't static, and the arrival of a baby or sale of a business can cause a realignment of priorities. Wherever you are in your financial life cycle, your team of experts will design a comprehensive plan to fulfill your objectives. Private Client Services reaches across generations to build and sustain your definition of a rich life. We help you reach your objectives and multiple goals, from planning for a child's education to retirement and the transfer of wealth.
We establish solid yet flexible strategies that evolve with changes in your personal or business life, economic or market conditions, tax law or financial regulations. We are experts at helping families grow and preserve wealth for the well-being of future generations.
Contact a Private Client Advisor today at (800) 773-7100, Monday through Friday 8:00 a.m. - 5:30 p.m. (PT).
City National Bank, as a matter of policy, does not give tax, accounting, regulatory or legal advice. The effectiveness of the strategies presented in this document will depend on the unique characteristics of your situation and on a number of complex factors. Rules in the areas of law, tax and accounting are subject to change and open to varying interpretations. The strategies presented in this document were not intended to be used, and cannot be used for the purpose of avoiding any tax penalties that may be imposed. The strategies were not written to support the promotion or marketing to another person any transaction or matter addressed. Before implementation, you should consult with your other advisors on the tax, accounting and legal implications of the proposed strategies based on your particular circumstances. Private Client Services and strategies discussed or attributed to City National in this brochure were provided and are available through City National Bank, Wealth Management Division, or through one of City National's affiliated companies, including Convergent Capital Management, LLC. Past performance does not assure future results.