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. Securities products are 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.
View looking up at palm trees and corporate buildings
Commercial Real Estate

Expert Financing Solutions

Lending products and services for new and existing properties.