Citi Private Bank

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Our services

We work with each family to create a strategy to help meet your unique objectives, combining the personalized service of a private bank with sophisticated cross-border strategies that are typically reserved for major institutions.

Our extensive offering includes brokerage, investment management, lending, banking, trust, custody, and a wide range of corporate advisory and financing services.   

 

Responding to unique needs

We serve family offices of varying size and complexity, executing multi-disciplinary strategies based upon each client’s requirements.

We frequently serve clients with family members, businesses and foundations that span multiple geographies around the world.

Our regional client teams work with a small number of family office clients in order to ensure high levels of service.

 

Your personal connection to Citi

Your relationship team is your personal connection to the vast resources of Citi’s Institutional Clients Group, which includes global trading, corporate and investment banking, as well institutional research and execution.

Regional family office specialists throughout Asia, Europe, Latin America and North America, combine global perspectives on best practices, with local market expertise.

We also offer specialized services  in such areas as art, aircraft, philanthropy and sports franchise ownership. 

 

Linking families and ideas

One of our most important roles is creating a global network of families and family offices. 

We sponsor numerous regional and global events bringing clients together to explore such topics as family business ownership, next generation education, philanthropy and geopolitical events.

We offer a wide range of family office educational programs on such topics as family office investing, cyber security, technology solutions and social impact investing.

 

Our Wealth Experts