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As a City National Preferred Banking client you work with a dedicated team of financial experts focused on your family's financial well-being. Led by your Relationship Manager and City National Securities Financial Advisor, your team is backed by all the resources of a premier banking institution. Your Preferred Banking team takes the time to understand and act on your preferences by offering custom-tailored banking and investment solutions designed to handle all your financial needs.
Wherever you are in your financial life cycle, we can help. Your team is ready to discuss financial challenges that matter to you and your family the most such as:
Life isn't static. The arrival of a baby, sale of a business or an unanticipated inheritance can cause a realignment of your strategies and priorities. With a clear understanding of your goals, your City National team will create flexible financial strategies that evolve with your needs. Any changes in your personal or business life, economic or market conditions, tax law or financial regulations can be easily accommodated.
Contact a preferred banking advisor today at (800) 899-1395, Monday through Thursday 7:00 a.m. - 5:30 p.m. and Friday 7:00 a.m. - 6:00 p.m. (PT).
Preferred Banking clients must maintain combined balances of $250,000 or more in qualifying deposits, wealth management and loan accounts.1 For a list of qualifying accounts and specific balance calculations, please refer to the City National Preferred Banking Disclosure, which is available upon request.