Citi Private Bank

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Family offices

We provide customized services for family offices, family foundations, and family businesses

 

We know through long experience that every family office is as unique as the family that it serves.

Our more-than 1,400 clients worldwide range from newly created, first-generation family offices to large, established, multi-generational family offices.

We customize a strategy for each of them, drawing from our comprehensive offering of investments, lending, liquidity management, wealth planning, technology solutions, and philanthropic advice.

Among our specialities are creating cross-border strategies for clients with family members, businesses, and foundations in many parts of the world.

We can also offer institutional-level services, ideas, pricing, and execution for eligible family offices with sophisticated needs.

Our dedicated program of events brings together families and family offices to share ideas, experiences, and best practices.

Comprehensive services for family offices of every size and structure. 

 

Family office

Investments

Global Investment Lab

Investment Finance

Banking

Custody

Trust and wealth planning

Real Estate

Art advisory and finance

Aircraft finance

Sports advisory and finance

Our clients are increasingly global in their family and business presence, and therefore require a global Private Bank that can seamlessly provide banking, financing, investments and wealth planning services across the world. 

Perspectives

The challenges and opportunities of family leadership

By Stephen Campbell

Our new book explores the crucial elements of successful succession planning

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A strategic approach to philanthropy: key compliance considerations

By Karen Kardos

A cavalier attitude to compliance can put your philanthropy at risk. We explore five best practices for...

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Beyond bonuses: incentivizing tomorrow’s family office executive

By Stephen Campbell

Attracting and retaining top executive talent increasingly requires customized remuneration strategies that...

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How to create meaningful impact through philanthropy

By Karen Kardos

Many philanthropic foundations create impact but can achieve more. We explore how one conversation may help...

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Debunking social investment myths

By Edward V. Marshall

We explore some of the most common social investment misconceptions to help family offices assess the pros and...

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What makes a successful family office CFO?

By Edward Marshall

We explore some key attributes of great family office CFOs

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How family offices can use family banks to encourage innovation

By Edward Marshall

Family banks provide wealthy families the opportunity to fund projects that instil family values and culture,...

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What makes a successful family office CIO?

By Edward Marshall

We explore some key success metrics for family office CIOs. 

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Protecting the privacy of the world’s wealthiest families

By Edward Marshall

How family offices can identify, mitigate, and manage privacy and reputational risks

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Our Wealth Experts