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We help you achieve the financial security you desire for your family. Our Private Client Advisors, along with our trust and estate experts, start by carefully evaluating your personal financial goals. We factor in the ongoing legal and economic developments that could affect your family's well-being. Working closely with your legal and tax advisors, we help manage your estate plans and trusts and honor the commitments you've set.
Selecting an estate advisor or trustee is a critical decision. We are experts at navigating the complexities of trust administration. Our experienced trust officers provide asset management, custody services and probate administration and also manage personal and charitable trusts.
Banking at City National is more than just checking and savings accounts. Your dedicated personal advisor helps you implement banking solutions customized to meet your goals. We'll help you structure deposit accounts to maximize returns while still meeting your liquidity needs. We offer a wide variety of banking solutions such as credit cards, ATM and check cards, overdraft protection and courier services.
As a Private Banking Client you will also be able to use secure online banking for bill payment, cash management and brokerage transactions1 - and you can use your City National ATM card at thousands of locations, free of charge.
Your City National team is available by telephone, day or night, for anything from a lost credit card to getting an official check on short notice.
We help you find ways to leverage debt so you can more easily achieve your financial goals. Certain assets can be leveraged while others remain in place for portfolio growth - potentially providing tax benefits and improving liquidity and cash flow.
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.