The City National Experience
Our Legal Services Group is made up of experienced professionals
dedicated solely to our law firm clients. Over the years, these
seasoned individuals have gained a unique level of expertise
in serving law firms. Each professional understands
the infrastructure needed to fully support the financial requirements
of firms and is enthusiastic about working with firms and their
partners to create the right financial solutions for both.
City National knows that in a law firm, the business matters
of the firm are closely intertwined with those of its partners.
Additionally, the firm's work with its clients often involves
solutions that overlap with services the bank offers.We accommodate
the firm, its partners and associates with a relationship
that is flexible and coordinated.
Investment and Trust Solutions for the Firm
City National has a history of advising law firms on effective
retirement plans and providing exceptional plan administration.
Our advisors carefully evaluate the firm's objectives and
employees' needs to create a plan structure that meets both.We
are particularly sensitive to the firm's potential liability
with respect to the plan and work to mitigate that exposure.We
make a wide range of investment options available to employee
participants - from predetermined portfolio models to individually
directed investments.*
Along with these retirement planning solutions,we offer the
firm a full range of other investment and trust services including:
- Liquidity management
- Business holding escrow services
- Institutional custody
- IRA rollover services
- Other specialized retirement plan services FPO
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