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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


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.

This material is provided for general information purposes only. Investments and insurance products are not FDIC insured, not bank deposits, not obligations of, or guaranteed by Canandaigua National Bank & Trust or any of its affiliates. Investments are subject to investment risks, including possible loss of principal amount invested. Past performance is not indicative of future investment results. Before making any investment decision, please consult your legal, tax or financial advisor. Investments and services may be offered through affiliate companies.