Wealth structuring is key for protecting financial achievements and family. You need a wealth plan with a comprehensive framework that can encompass your objectives and will take into consideration your unique circumstances and relationships.
Our depth of skills in wealth planning has been honed over many years. We have the expertise to implement and manage even the most complex wealth plans, addressing family, tax and legal requirements over long time horizons and multiple jurisdictions. Our broad range of products and services provide the flexibility to create truly customized and integrated strategies for managing and preserving your wealth.
Global offerings include:
- Trust and estate planning
- Trust administration
- Customized investment management
- Wealth transfer planning
Offerings for US clients include:
- Special assets valuation, management and sales
- Agency services for trustees, executors, other fiduciaries
- Estate settlement services
Offering for Non-US clients include:
- Incorporation and management of Private Investment Companies (PICs)
- US cross-border planning
- Pre-immigration planning
With trust centers in The Bahamas, Jersey, Singapore, Switzerland and the US and staff in the world's major financial centers, our solutions and service expertly meet the needs of clients in almost 100 countries.
Citi Trust is the business name for a wide range of personal trust and estate management and related services provided by Citigroup Inc. or its affiliates to individuals, families and charitable entities throughout the world. Not all products and services are provided by all affiliates or are available at all locations.
For US clients, trust services are provided by one of the following entities: Citibank, N.A., Citicorp Trust South Dakota or Citicorp Trust Delaware, N.A. For clients who are neither residents nor citizens of the US, trust services are provided by one of the following entities: Cititrust Private Trust (Cayman) Limited, Cititrust Private Trust Zurich GmbH, Cititrust (Bahamas) Limited, Cititrust (Cayman) Limited, Cititrust (Jersey) Limited, Cititrust (Singapore) Limited, Cititrust (Switzerland) Limited or Citicorp Trust Delaware, N.A. The service providers are referred to collectively as Citi Trust. Cititrust (Jersey) Limited, whose contact details are P.O. Box 728, 38 Esplanade, St. Helier, Jersey JE4 8ZT, Channel Islands, telephone number +44 1534 608000, is licensed by the Jersey Financial Services Commission for the conduct of Trust Company Business. Neither Citigroup nor any of its affiliates provide tax or legal advice.