Reach out to your Financial Advisor to learn more about how City National Rochdale can help identify gaps and offer solutions that empower you to make more informed decisions about your wealth.
Private Wealth Solutions Overview
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.
Reach out to your Financial Advisor to learn more about how City National Rochdale can help identify gaps and offer solutions that empower you to make more informed decisions about your wealth.
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Comprehensive Wealth Assessment
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Business Owner Advisory
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Trust & Estate Guidance
Comprehensive Wealth Assessment (CWA)
Advanced estate, income tax asset protection, and philanthropic strategies for UNHW and business owner clients
Business Owner Advisory
Strategic, objective and experienced transition advice to private business owners
Trust & Estate Guidance
Integrated and tailored corporate trustee and estate settlement guidance for individuals and business owners
Comprehensive Wealth Assessment (CWA)
Advanced estate, income tax asset protection, and philanthropic strategies for UNHW and business owner clients
Business Owner Advisory
Strategic, objective and experienced transition advice to private business owners
Trust & Estate Guidance
Integrated and tailored corporate trustee and estate settlement guidance for individuals and business owners
Comprehensive Wealth Assessment (CWA)
Advanced estate, income tax asset protection, and philanthropic strategies for UNHW and business owner clients
Business Owner Advisory
Strategic, objective and experienced transition advice to private business owners
Trust & Estate Guidance
Integrated and tailored corporate trustee and estate settlement guidance for individuals and business owners
Important Information
This article is for general information and education only. It is not meant to provide specific tax guidance. The information in this document was compiled by the staff of City National Rochdale (City National) from data and sources believed to be reliable, but City National makes no representation as to the accuracy or completeness of the information. The opinions expressed, together with any estimates or projections given, constitute the judgment of the author as of the date of the presentation. City National has no obligation to update, modify, or amend this document or otherwise notify you in the event any information stated, opinion expressed, matter discussed, estimate, or projection changes or is determined to be inaccurate.
City National, its managed affiliates and subsidiaries, as a matter of policy, do not give tax, accounting, regulatory, or legal advice. Rules in the areas of law, tax, and accounting are subject to change and open to varying interpretations. Any strategies discussed in this document were not intended to be used, and cannot be used for the purpose of avoiding any tax penalties that may be imposed. You should consult with your other advisors on the tax, accounting and legal implications of actions you may take based on any strategies or information presented taking into account your own particular circumstances.
This article is not to be construed as investment advice or as an offer, or solicitation of an offer, to buy or sell any financial instrument.
Financial instruments discussed in this article may not be suitable for your individual circumstances. You should make your own investment decisions, using an independent advisor if prudent, based on your own investment objective and financial situation.
This article (or any portion thereof) may not be reproduced, distributed, or further published by any person without the written consent of City National.
City National Rochdale, LLC, is a SEC-registered investment adviser and wholly owned subsidiary of City National Bank. Registration as an investment adviser does not imply any level of skill or expertise. City National Bank and City National Rochdale are subsidiaries of Royal Bank of Canada. City National Bank provides investment management services through its subadvisory relationship with City National Rochdale, LLC.
© 2023 City National Rochdale. All rights reserved.
| Non-deposit Investment Products: • are not FDIC insured • are not Bank guaranteed • may lose value |
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