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   

Collaboration

Collaboration

We work with all parties, including external advisors and professional services, to ensure that we all are working toward a common goal.

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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 CNTF difference.

The financial advisors of Canandaigua National Trust Company of Florida (CNTF) offer trust and estate services, investment management solutions, IRAs, and fiduciary services to Greater Sarasota and Florida West Gulf Coast communities.

This material is provided for general information purposes only. Canandaigua National Trust Company of Florida is an affiliate of Canandaigua National Bank & Trust. Investments are not FDIC insured, not bank deposits, not obligations of, or guaranteed by, Canandaigua National Bank & Trust or any of its affiliates, including Canandaigua National Trust Company of Florida. 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 contact your legal, tax or financial advisor. Investments and services may be offered through affiliate companies.

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