Family Wealth management provides a unique set of services for managing
multi-generational wealth or the extended needs associated with managing a family
business or foundation. We will gain deep understanding of your family's financial
properties and work collaboratively with all parties, including external advisors and
professional services, to ensure that we are all working toward a common goal.
Family Wealth:
- Investing and Preserving Assets
- Preparing the Next Generation
- Participating in Philanthropy
- Ensuring Your Legacy
- Transferring Wealth
- Business Continuity and Succession Planning
Collaboration
We work with all parties, including external advisors and professional
services, to ensure that we all are working toward a common goal.
Peace of Mind
Family Wealth management is much more than investing - it's peace of mind
that comes with planning and preparing for what matters most.
Discover the CNB difference.
As the only local, full-service, community-owned financial institution in the Greater
Rochester Area, CNB is investing in you, your business, and your community. Our CNB
Wealth Management is here to service individuals, families, businesses, foundations, and
not-for-profits. Their expertise includes investments, financial planning, trust &
estate, retirement, institutional, private banking, family wealth and more. With a local
presence and commitment to concierge-level service, they will deliver an experience that
exceeds expectations.