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Move to Florida with City National Private

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Move To Florida

Welcome to
City National Private.

With deep roots in the Florida community for 75 years, we’re proud to be your neighbor. And for us, being neighbors means more than just being next door. It means deeply understanding your personal and financial goals, and helping you reach them with a unique banking experience that’s truly centered around being closer to you.

Wealth and Wellbeing Perspective

It's All About Who You Know

As a Florida-based financial institution and part of the South Florida landscape since 1946, City National Private is uniquely positioned to help you begin your life here and connect you to your new community. Thanks to no state tax, no estate tax and a lower than average property tax rate, moving to Florida can offer you significant short- and long-term tax savings. Additionally, with the help of your Private Relationship Manager, when you establish a relationship with us, you’ll gain access to:

Tailored solutions to meet your specific goals in the areas of:

  • Liquidity Management
  • Residential and Commercial Lending
  • Wealth Management1
  • Trust and Fiduciary Services

A specialized team invested in understanding your definition of success

Our Wealth & Wellbeing planning experience.

A breadth of local market knowledge and connections.

Additionally, when certain qualifying criteria are met,2 you’ll also receive access to:

  • A personal concierge to help you and your family successfully settle in Miami.
  • A one-year subscription to a leading automated travel logging app to keep track of location-based tax-related information.

1City National Private collaborates with Mercer, the #1 institutional consultant in the world, to build and oversee client portfolios.

‍2Receive complimentary access to concierge services and a one-year subscription to the Monaeo Personal Edition Travel App when you establish a minimum banking relationship of $250,000 in deposit balances, $1,000,000 in a wealth management investment account, or a residential mortgage of $1,500,000.

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"What You Need To Know When Changing Your State or Residence"

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1Certain transaction limitations, fees and balance requirements to earn interest may apply. Certificates of Deposit are subject to early withdrawal penalties. For additional information on City National Bank's products, please refer to our Disclosures and Schedule of Fees for Commercial Accounts.

2FDIC insurance coverage over the standard amount is facilitated through the IntraFi NetworkSM (formerly Promontory Interfinancial Network).

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