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Family Wealth

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   
 

Family Wealth

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

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.



Trust Powers

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.


 

Premium Solutions provides a unique set of services for managing multigenerational wealth or the extended needs associated with managing a family business or foundation. We work collaboratively with all parties, including external advisors and professional services, to ensure that we all are working toward a common goal. These efforts are further supported by our Private Banking services, which provide seamless access to our comprehensive lending and deposit solutions.

Premium Solutions:

  • Family Wealth – Working together with your financial partners to achieve your family goals.
  • Private Banking - Serving the complete financial needs of high-net-worth clients.
 

Family Wealth

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

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.

Trust PowersTop-Winner-Logo


 

This material is provided for general information purposes only. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Bank & Trust or its affiliates, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.