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Private Wealth Management & Trust Services

A Banking Experience Truly Centered Around You.

Enhancing your wealth and wellbeing is at the core of everything we do. At City National Private, we’re fully invested in working with you and your accounting and legal advisors to not only understand your personal definition of success, but to craft an actionable strategy that unifies your evolving financial and personal aspirations.

This unyielding dedication to our clients is what has allowed us to establish enduring relationships and position ourselves as a trusted advisor to the Florida community for 75 years.

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Preserving What Matters to You Most.

As with all aspects of City National Private, our holistic approach to the growth and preservation of your wealth is uniquely driven by your personal values and goals.

  • Investment Management
  • Fiduciary Services
  • Safekeeping Services
  • Goal-Based Planning
  • World Class Research & Due Diligence
  • Charitable & Philanthropic Strategies
  • Family Governance & Financial Literacy
  • Integrated Banking Services 
  • Performance Monitoring & Reporting

Your Trusted Advisor

Ensuring the safety and security of your trust assets is the cornerstone of our Trust and Fiduciary Services. Our experts provide objective advice to help protect your wealth and sophisticated strategies to ensure the legacy you leave behind is just as you intended.

  • Trust and Estate Planning
  • Trust Administration
  • Estate Settlement
  • Business Succession Planning
  • Land Trusts
  • Irrevocable Life Insurance Trusts
  • Trustee Services for US Foreign Trusts
  • Family Governance
  • Transfer of Wealth Planning
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Award winning Wealth Management experience.

Get in touch with one of our wealth management specialists and learn what City National Private can do for you.
Discretionary Advisory Services
Fiduciary and Trustee Services
Brokerage Services
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Investment Products Are:

Not FDIC Insured
Not Bank Guaranteed
Not Insured by Any Federal Government Agency
Subject to Investment Risk
Not Deposits
May Lose Value