Talk with us:
We can help create and fully manage a trust that serves to preserve, grow and transfer your personal wealth while sustaining your family legacy. Our personal trust professionals have the knowledge and experience to manage every detail of your trust - providing valuable insights on asset management, tax minimization, and the structure of trust and estates.
As a corporate trustee, City National can offer you benefits beyond those of an individual trustee, including objectivity and continuity of service. Plus, as a fiduciary, we are held to stringent legal and ethical standards - relieving you of the fiduciary burden associated with the management of probates, trusts and estates and providing peace of mind. Learn more »
A Seasoned Team of Professionals
Our team averages nearly 20 years of experience working with trusts and estates. The majority of our senior personal trust officers have obtained their Certified Trust and Financial Advisor (CTFA) designation - a premier designation in the trust field.
We are comfortable collaborating with your existing tax and investment advisors, in exploring proven techniques including hedging, charitable trusts, principal protection, scheduled diversification, and market-neutral strategies.
Our Culture of Service
City National's unwavering commitment to providing personalized service and exceptional value has earned us a reputation as the trusted advisor of choice. We make sure we carefully balance the number and complexity of the relationships each of our Trust Officers manage. Control and decision making occurs at the local team level. Our culture ensures that the needs of you and your family are handled with great compassion and expedience.
Speak to a colleague from our Personal Trust Team for more information about how we can best help you with your personal trust administration needs call (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