An extraordinary caliber of service

Your dedicated relationship management team will anticipate your needs and deliver tailored, holistic banking and wealth management1 solutions

Couple by a pool under a palm tree

Built on a legacy of strength

As of June 30, 2025

1828

Founded

$218B

in assets

$175B

in deposits

$32B*

in AUM

Who we serve

Our areas of focus

Whether you need to simplify complex situations or secure success for future generations, we deliver excellent solutions and extraordinary service across a range of categories.

Individuals and Families

Empowering ambitions and securing legacies with 24/7 service and bespoke solutions.

Private Equity and Venture Capital

Fueling growth with flexible financing solutions and insightful guidance.

Innovation Banking

Maximizing innovation and taking growth further with unique solutions and advice.

Commercial Real Estate

Unlocking strategic goals with creative valuation, advisory, and financing solutions.

Services

Realize the advantages of integrated banking

Your relationship management team delivers complete coordination across every aspect of your financial life — simplifying decisions and positioning you for long-term success.

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Wealth Management1

Your dedicated team of private wealth experts guides you through the complex universe of financial planning, investment management, and risk mitigation.

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Banking for Your Business

Your dedicated relationship management team will help you create a road map with the tailored advice and solutions your unique business needs.

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Personal Banking

Receive holistic guidance and premium services that provide you with a seamless banking experience.

Insights

Help you plan for today and tomorrow

Citizens Private Wealth 2025 Mid-Year Investment Update

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Estate tax planning: Start now

Implementing your estate planning strategies before 2026 could be effective in reducing your taxable estate.

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Wealth transfer strategies

Private Wealth transfer planning can help reduce estate taxes and create a more seamless transition for your loved ones.

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Planning for financial prosperity

Private Wealth management tax planning is a valuable investment for high-net-worth individuals.

How the One Big Beautiful Bill could affect your finances

From tax credits and estate and retirement planning, explore key provisions of the OBBBA.