Wealth Management & Trust Services

Personalized wealth strategies
Comprehensive trust, estate and legacy planning
Dedicated advisors with experience serving high-income professionals
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Wealth Management & Trust Services

No Minimum Annual Fee
Discounted Advisory Fees
Guidance Aligned to Your Goals and Risk Profile
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Power Up Your Wealth1

Preferred

Investment advisory (roll over IRAs, managed accounts, discretionary portfolio management)

$250,000-$2MM

  • Access to CNB’s Proprietary Model Portfolios
  • Professional Investment Management
  • Aligned with client’s risk-return profile
  • No minimum annual fee
  • Discounted advisory fees (25% off standard fee schedule)
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Premium

Investment advisory, custom portfolio management, flexible credit line program, estate and trust services

$2MM +

  • Personalized wealth advisor
  • Custom portfolio development
  • Personalized financial & retirement planning
  • Flexible credit lines secured by investment portfolios
  • Full range of wealth management and trust services in the Preferred Plan.
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Unlock Premier Wealth Management1

Elevate your financial future with access to private‑banking–level service, personalized wealth guidance, and a dedicated advisory team. Available to the University of Miami community, with eligibility starting at just $250,000 in investable assets.

Why choose City National Bank for your Wealth Management Needs?

A Local Partner You Can Trust

Serving Miami for nearly eight decades, our team has deep knowledge of South Florida’s financial landscape.

Personalized, Relationship‑Driven Service

Work with advisors who take the time to understand your goals—not just your accounts.

Committed to the Community We Share

We invest in local people, local institutions, and local progress, and we’re proud to support the University of Miami.

Your Partner in Financial Success

Enhancing your wealth and well-being is at the core of everything we do.

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FAQs

What’s the difference between Preferred and Premium Wealth Management?

Preferred offers professional investment management using model portfolios starting at $250,000 in investable assets, while Premium provides a more comprehensive experience with custom portfolio management, a dedicated wealth advisor, and access to estate, trust, and credit solutions starting at $2MM+.

Who is eligible for the Wealth Management offer?

This program is available to the University of Miami community, including eligible faculty, staff, and affiliates who meet the minimum investable asset requirements.

What services are included with Wealth Management?

Wealth Management services are tailored to your needs and may include professional investment management, financial and retirement planning, and access to a dedicated advisor. For clients with more complex needs, additional services such as estate and trust planning and portfolio‑based lending may also be available.

Are there minimum fees or long term commitments?

With this offer, there is no minimum annual advisory fee, and eligible clients receive preferred pricing compared to standard advisory fee schedules. Wealth Management services are flexible and scalable, allowing you to adjust your approach as your needs evolve.

Why become a Wealth Management client with City National Bank?

City National Bank delivers private banking–level service with a relationship driven approach, personalized guidance, and a dedicated advisory team committed to helping you grow, manage, and protect your wealth.

Investment Products Are:
Not FDIC Insured
Not Insured by Any Federal Government Agengy
Not Deposits
Not Bank Guaranteed
Subject to Investment Risk
May Lose Value