Featured Insights
2025 Q3 Private Wealth Quarterly Market Commentary
How the One Big Beautiful Bill could affect your finances
From tax credits and estate and retirement planning, explore key provisions of the OBBBA.
Transfer taxes and state-level estate planning: How to protect your wealth across states
Several states have their own transfer taxes on wealth. See how you can safeguard your legacy and minimize taxes across jurisdictions.
Estate planning 2025: Readiness beyond exemptions
See how OBBBA reshapes estate planning with higher exemption levels and inflation indexing. Learn why updating your plan is essential for long-term gifting strategies.
Why you should plan for the estate tax exemption now
The OBBBA has created new opportunities in estate and gift tax planning, with a significantly expanded exemption and greater clarity for long-term strategies.
Wealth Management
Your financial inner circle: Building the right advisory team
Managing significant wealth requires financial expertise and a team of expert advisors. Understand how to select your experts to foster effective collaboration.
The benefits of incorporating charitable giving into your estate plan
See how charitable giving goals, along with your estate plan is a great way to support the causes you care about while remaining tax efficient.
Building your philanthropic legacy
See how including charitable giving strategies in your estate plan can help you achieve your philanthropic goals while supporting the causes you care about.
What is a family office and do I need one?
For those with significant assets and complicated financial lives, a family office can be an ideal solution.
Investing
2025 Mid-year investment update
Learn how staying diversified and agile helps investors seize 2025's opportunities.
2025 Q3 Quarterly Market Commentary
Discover how global equities returned in Q3 amid tariff uncertainty and trade deals. Learn more about the trends.
2025 Outlook | Opportunities amidst a changing landscape
Read our report to see how you can prepare for the new year.
Investment opportunities with small-cap investments
After years of underperforming, small-cap companies may be poised for a comeback, giving investors an opportunity to trade at attractive valuations.
Business
Bridging the liquidity gap: Life insurance in PE/VC estate planning
Explore how tailored policies and trust structures help general and limited partners mitigate risk, preserve wealth, and plan for the unexpected, without disrupting fund performance.
Transforming emerging wealth into an enduring legacy
Citizens Private Bank hosted a panel of experts to share how successful entrepreneurs and venture capital investors plan for long-term financial security. Explore how our wealth advisors tailor multigenerational wealth strategies for your needs.
10 tips for strong sales growth
Having the right financing, enough staffing, and a strong promotional plan are several of the ways businesses can achieve strong sales growth.