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.
Implement portfolio strategies that address your unique risk tolerance, diversification, time horizon, cash flow, and retirement needs.
Review asset titling to identify opportunities to further mitigate risk from creditors; assess life and other insurance policy enhancement opportunities.
Assess financial strategies to understand your tax liability and make informed decisions.
Create your legacy through planned giving strategies.
Help maximize net to heirs and charities, understand the tax impact, and maintain financial independence.
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.