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

A complimentary, holistic service offered in collaboration with financial advisors to identify gaps and solutions and empower clients to make informed decisions that will serve to optimize their wealth.

City National Rochdale and City National Bank have industry leading specialists with the experience and fiduciary responsibility needed to guide you and your clients on a Comprehensive Wealth Assessment (CWA) journey. The Strategic Pillars of Wealth enable CNR and financial advisors to expand wealth analysis and recommendations into areas that are often ignored or forgotten.

Customize Your Investment Approach

Implement portfolio strategies that address your unique risk tolerance, diversification, time horizon, cash flow, and retirement needs.

Reduce Risk and Safeguard Your Wealth

Review asset titling to identify opportunities to further mitigate risk from creditors; assess life and other insurance policy enhancement opportunities.

Understand Your Tax Exposure

Assess financial strategies to understand your tax liability and make informed decisions.

Make an Impact

Create your legacy through planned giving strategies.

Protect Your Client's Wealth and Legacy

Help maximize net to heirs and charities, understand the tax impact, and maintain financial independence.

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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