Individuals and Families

Service that goes beyond and above

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Services

Expect a higher standard

Your success has been fueled by the highest standards of excellence. Your financial partner should meet those same standards. At Citizens Private Bank, we are deeply committed to your future — with expert insights, tailored solutions, and holistic strategies to meet all your financial needs, for now and for generations to come.

Financial Planning

Create a financial plan that supports you and your family's goals, values, and vision.

Customized Lending Solutions

Leverage your assets with tailored financing solutions designed to fit your needs.

Asset and Investment Management

Allocate assets strategically, diversify your portfolio, and thoughtfully plan for your long-term goals.

Estate and Trust Planning

Minimize estate taxes, maximize lifetime giving opportunities, and protect assets for future generations.

Insurance and Asset Protection

Protect you and your family's assets, income, and lifestyle with the right insurance solutions.

Trust Services

Share and administer your wealth with your loved ones today and for generations to come.

Benefits

Extraordinary service that goes beyond banking

Your relationship management team stands ready to help you forge a rewarding path forward.

Networking Events

Connect with peers, share insights, and grow your network.

Deep Expertise

Tap into webinars for insider expertise and get insights that help support your financial outlook.

Sponsorship and Support

Help create valuable, memorable experiences for your community.