Services
If it's important to you, it's important to us
Hoping to reduce taxes? Support a legacy of philanthropy? Ensure future generations are cared for? All that and more? Your wealth team has the deep, varied expertise you need to create and execute the plan that’s right for you.
Tax Minimization
Reduce taxes on your estate using gifts, trusts and other strategies that optimize available exclusions and deductions.
Wealth Transfer
Safeguard your family with a multi-generational plan — and make sure your loved ones are prepared.
Charitable Giving
Create a charitable gifting strategy that supports your values, reduces taxable income and improves financial flexibility.
Asset Protection
Make sure your assets are distributed according to your wishes — and that your loved ones are taken care of.
Asset Structuring and Ownership
Determine an asset ownership structure that optimizes your estate planning, taxation and asset protection strategy.
Estate Document Review
Ensure your testamentary documents accomplish your objectives and leave clear, consistent instructions for your loved ones.
Built for fiscal strength and stability
A strong balance sheet and diversified assets provide a healthy foundation for customer success. Learn why you can count on Citizens to support your evolving needs for the long term.
Service that goes beyond and above
Backed by a full suite of world-class solutions, your dedicated relationship management team will address every aspect of your financial needs, taking a holistic approach to ensure you, your family and your business are at the core of every decision.
© 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.
Please be aware that securities, insurance products, and investment advisory services offered by Citizens Securities, Inc. and Clarfeld Financial Advisors, LLC (both affiliates of Citizens Bank, N.A.) are different from those offered by the bank and are subject to investment risk, including possible loss of principal.
* 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