Family Office Management

The core mission of our Family Office Management Services is to help families manage the complexities that are often characteristic of significant wealth. At Citizen National Bank's Wealth Management Division, we have been providing wealth management services to affluent families for multiple generations. We coordinate with CPAs, attorneys and bankers to assemble an efficient family wealth planning advisory team to best manage your legal and tax needs. We specialize in working with families that own financial assets, as well as alternative investments such as minerals, real estate, timberland and limited partnerships. Personalized financial strategies for your entire family and its members, including legacy planning, are supported by our experienced team of professionals.

We can help protect and preserve wealth with the following family wealth management strategies:

  • Estate Planning
  • Lifestyle Maintenance
  • Investment Management Services
  • Expense Management
  • Tax Planning
  • Consolidated Reporting
  • Cash Management Services

 


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.