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Private Wealth Solutions for the highest-net-worth clients.


Intelligently personalized services offered in collaboration with your advisor to support you with the more complex issues you face when your investable assets exceed $10mm.

CNR’s holistic approach to assessing your wealth encompasses what we refer to as the Strategic Pillars of Wealth: Investment Planning, Asset Protection & Risk Management, Income TaxConsiderations, Philanthropy, Estate & Legacy Planning.

The Strategic Pillars of Wealth enable CNR and financial advisors to expand wealth analysis and recommendations into areas that are often ignored or forgotten.

We understands the goals and objectives of the private business owner and determine how these goals can be achieved in an efficient, accretive and tax-advised manner.

We will work with other professional advisors to give guidance across a multitude of industries, geographies, and varying stages of preparedness.

CNB understands the administration needs with complex trusts and family structures and stands ready to act as trustee or co-trustee. With both a National Charter and Delaware Charter, CNB provides high touch, comprehensive and flexible trust services.

Watch our strategies work for you.

Speak with an investment consultant to see how our intelligently personalized portfolios could work for your high-net-worth clients.

If you’re a high-net-worth client who’s interested in adding an experienced investment manager to your financial team, learn more about working with us here

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