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(800) 773-7100

Our Mission

City National's mission is to provide the ultimate banking experience for successful entrepreneurs and professionals through an uncommon dedication to extraordinary service, proactive advice and total financial solutions.

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Wealth Management » Trust Services for Small Business

Trust Services for Small Businesses

Customized Trusts & Investments for Your Business

City National takes an industry specific, consultative approach to provide your organization with customized trust and investment solutions. From liquidity management to retirement services to business holding escrows, we offer a complete array of programs for successful entrepreneurs, corporations and municipal agencies.

Highly regarded for their innovative ideas and responsive one-on-one service, our trust and investment professionals can help you with even the most complex investment management issues.

Retirement Services

City National offers a full range of employee benefit program services including both bundled and unbundled offerings. We can customize specific components and services to best fit the needs of your organization and employees. Learn more »

Institutional Custody

As your custodian we help manage your organization’s investments and resources with tailored, comprehensive and flexible custody. Learn more »

Business Escrow

Leaders in the entertainment and legal communities recognize City National’s unparalleled expertise in Business Escrows. Our reputation comes from years of experience and our unique ability to close deals in a short period of time. Learn more »

Services for Non-Profits

City National is highly committed to providing exceptional guidance and services to philanthropic organizations. We offer non-profit organizations a wide array of trustee, administration, investment and financial services to ensure effective financial management is - so that the organization can thrive and achieve their goals. Learn more »

Getting Started

For more information about how we can help with your organization’s trust and investment needs, please (800) 773-7100.

Investment and Insurance Products:
• Are Not insured by the FDIC or any other federal government agency
• Are Not deposits of or guaranteed by a Bank or any Bank Affiliate
• May Lose Value