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FAMILY OFFICE BANKING

Dedicated support and service
for the way family offices actually work.

Today’s family offices manage more complexity than ever, with even higher expectations for real-time visibility. We help you scale without losing control, so you can deliver a standout client experience while keeping operations disciplined, audit-ready, and secure. At City National Bank, we combine relationship-led banking with an integrated technology ecosystem.

Accounting-First Foundation

Many platforms start with aggregation. AgilLink starts with the general ledger, built for complex structures and multi-entity books. That foundation supports:

  • Strong controls and clear audit trails
  • Rules-based approvals and role-based permissions
  • Fewer handoffs, fewer downloads, and less re-keying

MULTI FAMILY OFFICE

"One of the reasons we've had such a successful relationship with AgilLink, is because there's no way we're going to create a better multi-client bill pay and general ledger system that also combines imaging with custom rules and work flows." -Pathstone

Specialized Banking Solutions

Our Relationship Managers deliver tailored guidance, with access to capabilities such as:

  • Mortgages and home equity lines of credit
  • Secured and unsecured personal and business loans and lines of credit
  • Personal and business credit cards for daily expenses, travel and entertainment
  • International services including foreign exchange (FX) and foreign currency deposit accounts1,2
  • Equipment financing, including private aircraft and yacht financing through First American Equipment Finance3

Trust & Estate Services

Families count on you to help steward wealth across generations. Our Trust & Estate Services team can support your firm with:

  • Deep experience across trust and estate planning needs
  • Coordinated guidance aligned to the broader financial picture
  • Personalized solutions designed around family goals

Solutions for all your needs.

We offer exclusive treasury management, accounting, information reporting and mobile banking solutions to bring
convenience and accessibility to your clients.

Integrated Imaging
Approval Workflow
Embedded Banking
Cloud Accounting

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AgilLink is an RBC company and is an affiliate of City National Bank.

Trust and estate services offered through City National Bank and its wholly owned subsidiary, RBC Trust Company (Delaware) Limited.

City National Bank, its affiliates and subsidiaries, as a matter of policy, do not give tax, accounting, regulatory or legal advice. Rules in the areas of law, tax, and accounting are subject to change and open to varying interpretations. You should consult with your other advisors on the tax, accounting and legal implications of actions you may take based on any strategies presented taking into account your own particular circumstances.

All loans and lines of credit are subject to credit and property review and approval. Residential loans must be secured by a first lien on a 1-4 family residential dwelling. Additional terms and conditions apply. Not all applicants will qualify. All stated rates, terms and discounts are subject to change without notice. Home equity lines of credit are not available in Texas. Secured loans and lines may allow for higher loan amounts or credit limits.

The products and services described herein are subject to documentation, review, suitability assessment, and approval processes. Not all applicants may qualify, and approval is not guaranteed. Terms and conditions apply.

Exchange rates fluctuate, at times significantly, and you acknowledge and accept all risks that may result from such fluctuations. If we assign an exchange rate to your foreign exchange transaction, that exchange rate will be determined by us in our sole discretion based upon such factors as we determine relevant, including without limitation, market conditions, exchange rates charged by other parties, our desired rate of return, market risk, credit risk and other market, economic and business factors, and is subject to change at any time without notice. For an international wire transfer, other financial institutions involved in the wire transfer may also charge fees and deduct their fees from the amount of the wire transfer. For international wire transfers, in addition to our standard wire transfer fee, other fees may also apply, including those charged by the recipient's financial institution, foreign taxes, and other fees that are part of the wire transfer process. Markups associated with the currency conversion are included in the City National Bank rate. 

Aircraft financing is subject to credit approval by and the submission of documentation acceptable to First American Equipment Finance. Equipment financing and leasing are offered by First American Equipment Finance, a subsidiary of City National Bank, and are subject to credit approval by, and documentation acceptable to, First American Equipment Finance. For California clients: Loans made or arranged pursuant to a California Finance Lenders Law license.