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.
Private Wealth Solutions Overview
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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
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
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.
Important Disclosures
This document 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 (CNR) from data and sources believed to be reliable, but CNR 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. CNR 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.
CNR, 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 presentation (or any portion thereof) may not be reproduced, distributed, or further published by any person without the written consent of CNR.
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.
© 2024 City National Rochdale. All rights reserved. CAS00012285-11/24
| CITY NATIONAL ROCHDALE, LLC NON-DEPOSIT INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE |
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