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CITI Latitude

From foundational financial education to global perspectives, the Citi Latitude Knowledge Hub gives you access to a wide array of on-demand written and audible articles. This exclusive resource is customized for future leaders and influential individuals who are determined to help make an impact within their families, businesses and communities around the world. 

Legacy planning

The earlier you begin thinking about your wealth plan, the better. Learn the most important elements of a wealth plan and assess how well positioned your family is for a successful wealth transition.

Personal finance

Personal finance not only encompasses day-to-day expenses and accumulation of assets. You should also begin planning for your long-term financial future.

Joining the family business

Should you join your family business or strike out on your own? Only you can decide.

Citi Private Bank is dedicated to helping dynamic individuals and their families preserve and grow their wealth. Our clients include some of the world’s leading entrepreneurs, executives, investors and their family offices. We provide customized private banking that crosses borders, including some sophisticated services usually reserved for major global institutions.

INVESTMENT PRODUCTS: NOT FDIC INSURED. NOT CDIC INSURED. NOT GOVERNMENT INSURED. NO BANK GUARANTEE. MAY LOSE VALUE.

Citi Private Bank is a business of Citigroup Inc. ("Citigroup"), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates of Citigroup. Not all products and services are provided by all affiliates or are available at all locations. In the U.S., investment products and services are provided by Citigroup Global Markets Inc. "CGMI"), member FINRA and SIPC, and Citi Private Alternatives, LLC ("CPA"), member of FINRA and SIPC and Citi Global Alternatives, LLC (“CGA”). CGMI accounts are carried by Pershing LLC, member FINRA, NYSE, SIPC. CGMI, CPA, CGA and Citibank, N.A. are affiliated companies under the common control of Citigroup.

Outside the U.S., investment products and services are provided by other Citigroup affiliates. Investment Management services (including portfolio management) are available through CGMI, CGA, Citibank, N.A. and other affiliated advisory businesses. Neither Citigroup nor any of its affiliates provides tax or legal advice.

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To learn about CGMI and Citi Private Alternatives and Citi Global Alternatives investment business, as well as our relationship with you, please review our  Form Client Relationship Summary.

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