Services

1031 Qualified Intermediary Exchanges

Lean on our expertise to guide you through the process of 1031 like-kind exchanges.

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Corporate Trust

We provide effective administration of all aspects of bond issuance – municipal or corporate; taxable and tax-exempt.

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Estate Administration

We ease the process of estate administration and handle legal necessities for your family.

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Estate Planning

Your estate plan should change as your circumstances change in life. Let us help you.

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Family Office Management

We help families manage the complexities of wealth.

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Institutional Custody

Consolidated management of assets allows entities to gain centralized control.

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Investment Management

We can develop a customized investment strategy for you, your family, a foundation or an institution.

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Natural Resources Management

Take advantage of our extensive experience in helping clients manage timberland, mineral interests and real estate.

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Personal Trust

Customizable trust services can distribute personal wealth to create legacies for future generations.

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Retirement Planning

We can provide comprehensive retirement planning services for individuals or institutions.

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Securities are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Citizens National Bank is not a tax expert or CPA. Consult a tax expert or CPA.