A trusted fiduciary providing insight, strategy, and services you need for the road ahead
As of March 31, 2025, Federal Reserve ranking according to consolidated assets.
Founded
in AUM
in assets
in deposits
Solutions
Your wealth team takes an integrated, holistic approach to helping you grow, protect, administer, and transfer your wealth—so you can build a lasting legacy.
Create a comprehensive financial plan for everything from multi-year cash flow and asset ownership to retirement planning.
Implement a plan that embraces your values with help from independent experts and a full range of sophisticated solutions.
Protect your legacy with the right life insurance, business risk management, and wealth preservation strategies.
Reduce your taxable investment income and maximize your tax-deferred savings.
Strengthen portfolios with global asset allocation, cost-effective investments, and performance reporting and monitoring.
Protect assets with multi-generational transfer strategies, philanthropy advisement, and family governance solutions.
Securely pass along your unique legacy, with tax advantages, optimized privacy and flexible administration.
Delaware Trust ServicesLynch Inserra Kaufman Wealth Partners is the central point of contact responsible for coordinating and integrating a suite of services to help grow, protect, administer and transfer your and your family’s wealth.
Services
Tailored banking solutions and advice coupled with extraordinary service from your dedicated relationship management team.
Your dedicated relationship management team will help you create a road map with the tailored advice and solutions your unique business needs.
Receive holistic guidance and premium services that provide you with a seamless banking experience.
Insights
Read our report to see how you can prepare for the new year.
Our quarterly summary of developments in the global economy.
Private Wealth transfer planning can help reduce estate taxes and create a more seamless transition for your loved ones. These steps can help you prepare.
Private Wealth management tax planning is a valuable investment for high-net-worth individuals.
Discover insights from a Citizens survey on how mid-market and private equity companies are using AI for financial operations.
© Citizens Financial Group, Inc. All rights reserved. Citizens is a brand name of Citizens Bank, N.A. Member FDIC
Banking products are offered through Citizens Bank, N.A. (“CBNA”). For deposit products, Member FDIC.
Clarfeld Financial Advisors, LLC Form ADV Disclosure Brochure
Fiduciary Acknowledgment Clarfeld
Citizens Trust Company of Delaware (“CTCD”) and Citizens Bank, N.A. (“Citizens”) are affiliates of CFG. Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens. Certain trust, fiduciary and administrative services may be provided though agreement with affiliate companies. Banking products are offered by Citizens. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”) or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens and CTCD.
* AUM as of March 31, 2025. AUM reflects the market value of all investments under wealth management of our two affiliated registered investment advisors.
** Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”) or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens.
SECURITIES, INVESTMENTS AND INSURANCE PRODUCTS ARE SUBJECT TO RISK, INCLUDING PRINCIPAL AMOUNT INVESTED, AND ARE:
· NOT FDIC INSURED · NOT BANK GUARANTEED · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY · MAY LOSE VALUE