Knowledge hub

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.

Developing your portfolio

Portfolio building can seem overwhelming if you're just getting started. Build your confidence by learning about the major ideas you should consider.

Philanthropy

Philanthropy aims to bring meaningful long-term change to the world. Learn how to choose the right cause, determine how you want to give and follow through to make sure you're making the intended impact. 

Art

Investing in art can be daunting. Learn more about how art might fit into your portfolio and how to get started.

Real estate

Purchasing property is a big step - whether it's your first home or an investment property. Learn more about financing options, real estate investing strategies and more.

Investments overview

From Equities to Fixed Income, gain deeper understanding on investments basics and the role they play in your portfolio.

Alternative investments 

Beyond the traditional asset classes, there are many ways to diversify your portfolio. Often these "alts" perform differently than traditional investments in certain market environments.

Business liquidity

Through the lifecycle of a business, capital is an important part of a business' success. From early investments to later exit strategies, learn about the various options for accessing business capital.

Capital markets

Understanding how markets work may seem difficult but they are essential for funding and investments. Learn more about how markets function and the factors that impact them. 

Innovative ideas 

Innovation doesn’t just happen, it’s encouraged and supported. Gain a deeper understanding of the different types of innovation and how to foster innovative ideas.

Supportive ownership in the family business

Many owners of family businesses do not know what the owner job requires or how to do it well, because they have not been taught. Learn what it takes to become a supportive owner and help your family business thrive.

Sustainable investing

Sustainable investing allows you to pursue competitive risk-adjusted returns alongside positive environmental, social and governance (ESG) objectives. Learn how to Invest with Purpose and navigate this fast-evolving space.