The family offices we serve often represent unique practices, cultures or needs.
We draw upon Citi’s global resources across many disciplines to craft solutions
that address their unique requirements.
Stephen advises families of significant wealth on best practices in family office
and investment management. He has authored articles on topics such as creating a family
office, investment management principles and the characteristics of successful multi-generational
Previously, he was chief investment officer of a Seattle-based family office, and
has held senior investment and technology roles with Fidelity Investments in Europe
and the United States. Stephen was founder and CEO of two financial technology companies,
and has led investments in numerous early-stage companies.
The Global Family Office group serves more than 1,000 families around the world,
providing a wide range of financial, advisory and educational resources to family
offices of all sizes and complexity.