View of Florida coast through palm trees

Wealth Management

Local Strength. Global Reach.

Wealth Management clients expect a financial partner commensurate with their own success. Our principles guide our relationship with you: we are one team, working together towards a common purpose, through innovation and world-class solutions.

  • Understanding your values and goals
  • Fiduciary oversight of your assets
  • Best-in-class third party managers
  • Personalized advice, customized experience
  • Competitive pricing and efficient execution
  • Investment Management
  • Business Succession Planning
  • Wealth and Estate Planning
  • Philanthropy and Legacy Planning

Investment products are:
Not FDIC Insured
 Not Insured by Any Federal Government Agency
Not Deposits
Not Bank Guaranteed
Subject to Investment Risks
May Lose Value
Investment products are not insured by the FDIC or by any federal government agency. They are not a deposit or other obligation of, or guaranteed by, City National Bank of Florida, or any of its affiliates. They are subject to investment risks, including possible loss of the principal amount invested. Some securities products may be provided by Bci Securities, Inc. City National Bank of Florida is an FDIC insured institution and not a broker-dealer. Bci Securities, Inc. is a registered broker-dealer and insured by SIPC. Bci Securities is an affiliate of City National Bank of Florida under common ownership. City National Wealth Management does not provide tax or legal advice.

Take control of your finances and make your money work for you

The FDIC Money Smart Program is designed to boost your financial skills. You can explore Money Smart resources, as they are available 24/7.

These tools are free of charge and available for all, so remember to share the tools with your family and friends.

Please note: City National Bank of Florida does not offer tax, legal or accounting advice