Citi Private Bank

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Our services

We have wealth planners in leading financial centers worldwide and trust administration centers in key strategic locations, such as The Bahamas, Jersey, Singapore, Switzerland, and the US.

Our trust and wealth planning services enable you to structure and hold your assets in an efficient way and pass on your legacy to future generations as you envision.

 

Comprehensive wealth planning for the worldly

Our team is here to serve your wealth planning needs wherever you and your family live, do business and have assets.

Our global capabilities and local expertise enable us to navigate the challenges of cross-border investing while helping to preserve your wealth.

In particular, our experts can ease the transition of assets between non-US persons and their US heirs.

 

Protecting your wealth

However complex your situation, your wealth plan can be tailored to help safeguard your interests and family.

We work with you and your advisors to create a comprehensive framework to address your family, tax and legal requirements. Our team can also help with business succession and liquidity planning.

Custom structures can hold unique assets, including operating companies, real estate, art, yachts, and aircraft. We also develop unique investment strategies, taking into consideration the trust’s objective and any unique beneficiary requirements.

Managing the complexities of your legacy

Wealth planning can provide peace of mind from knowing that your legacy will be in safe hands.

Our team will continue to carry out your wishes for the benefit of those you choose for years to come.

Over the long term, we will review your trusts with the beneficiaries to ensure your intentions continue to be fulfilled as intended.

 

 

Not all products and services are available in all locations.

Our Wealth Experts