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Since the Great Recession of 2008-09, partners’ equity stakes have generally been on the increase across the US.*
Ali Zaman, a partner at a leading law firm, has been a client of Citi Private Bank since the start of his career.
As a recently-hired associate, Mr Zaman opens a savings account and credit card with Citi.
Several years later, we finance the purchase of his first home, with priority processing, at a competitive interest rate.
When Mr Zaman is made a partner, we provide access to facilities to help fund his equity contribution to his firm. As his wealth builds, our managers create and run a portfolio on his behalf.
*Citi Private Bank 2015
All persons mentioned on this page are fictional and were created for illustrative purposes only. Any resemblance to real persons is a coincidence and unintended.This scenario is hypothetical and for illustrative purposes only. It does not take into account the investment objectives, risk profile or financial situation of any particular person and as such, strategies may not be suitable for all investors. Nothing on this page is intended to be an offer to purchase or sell, or a solicitation of an offer to purchase or sell, any security.No inference should be drawn that any investment product or strategy referred to was actually implemented on behalf of a client, or if it was, that it was successful.
Investments in securities involve risks and may lose value. Investment products are not deposits or other obligations of, or guaranteed by, Citibank, its affiliates or any other depository institution. Investment products are not insured or guaranteed by the U.S. Government, the Federal Deposit Insurance Corporation or any other government agency and may lose value.
The information contained is not intended to be an exhaustive discussion of the strategies or concepts mentioned herein or tax or legal advice. Neither Citigroup nor any of its affiliates provides tax or legal advice. You should obtain advice based on your own individual circumstances from your tax, financial, legal and other advisors about the risks and merits of any strategy before making an investment decision, and only make such decisions on the basis of your own objectives, experience, risk profile and resources.