Personal Trust Services

Providing for a client's long-term financial needs requires careful attention to investments and a detailed plan for the preservation of wealth. We provide our personal trust clients with individualized attention and access to a wide range of resources and expertise.

City National administers all types of personal trusts, including:

• Living trusts
• Testamentary trusts
• Charitable trusts
• Special needs trusts
• Other personal trust structures

We manage every detail of the client's trust, including:

• Preparation and filing of all tax returns
• Payment of all bills
• Timely income collection and disbursement
• Daily valuation of assets
• Investment of dividends and interest payments
• Prompt settlement of trades
• Authorized distribution of principal
• Preparation of a comprehensive statement of all transactions
• Distribution of tax information to beneficiaries
• Response to inquiries from beneficiaries

Getting Started

To learn more, please contact us or visit us at one of our Private Client Services locations.