Personalized Asset Management
Our asset management process seeks to increase investment portfolio
returns commensurate with appropriate risk parameters. This disciplined
process:
- Allocates assets across several types of investments
to achieve long-term growth while guarding against downturns
in the various markets
- Provides for ongoing, customized management of the portfolio
to ensure that we are on track with the client's objectives
Self-Directed Investments
We offer a wide array of brokerage services ranging from the
one-on-one attention of our team members to our easy-access
online or telephone services.These services include:
- U.S. government and state bonds
- Corporate bonds
- Stocks and mutual funds
- Margin accounts and options trading
- Money market accounts including sweep accounts
* Brokerage services provided through City National Securities,
Inc., Member FINRA/SIPC, a wholly owned subsidiary of City National
Bank.
* Non-Deposit Investment Products are not FDIC insured,
are not Bank guaranteed, may lose value
Estate and Financial Planning
Our team of estate and financial planners works closely with
clients' advisors to create tailored estate plans and trusts.We
help them achieve the financial security they desire for themselves
and their families, today and in the future with:
- Comprehensive estate planning
- Retirement, education and other special situation planning
needs
- Tax planning
- Insurance and risk management strategies
Charitable Giving
We also work with philanthropic advisors, tax advisors, and
many charitable organizations and foundations to create tailored
giving programs that allow clients to give more, sooner through:
- Charitable trusts
- Family foundations
- Donor-advised funds
- Tax advantaged planning
Trust Administration
When individuals and families appoint City National as a trustee
or executor - whether solely or as a co-administrator - they
are assured of continuity, consistency and sensitivity they
can depend on over the years. By entrusting us with the care
of their assets, our clients gain a level of objectivity that
serves the needs of both current beneficiaries and future
generations through:
- Personal and charitable trusts
- Personal custody services
- Complete asset management, inclusive of real estate
and unique assets
- Probate administration
- Donor-advised funds
- Tax advantaged planning
A Trusted Advisor
City National Private Client Services is dedicated to the
financial well-being of its clients, their families and their
businesses. Our ongoing commitment is to serve the complete
financial needs of law firms with highly responsive,
personal service and the extensive capabilities of California's
second largest independent bank.
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