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Successful estate planning requires flexibility especially for global families and trusts may help provide the flexibility needed to protect future generations.
Lucy Diego-Rodriguez is Head of Trust and Wealth Planning for Latin America. She is responsible for overseeing the Latin America wealth planning business strategy and managing the regional Wealth Planning team. She began her career in New York City where her responsibilities were to provide estate planning strategies for Citi Private Bank clients in all regions with a strong emphasis in Latin America.
Lucy Diego-Rodriguez relocated to Miami with Republic International (now HSBC) to create and head up the wealth planning team for their Miami and New York City offices. She has over twenty years of experience in offshore wealth planning, US connected planning and wealth transfer strategies.
Lucy holds a BA in International Business from Pace University and she is a member of the Society of Trust and Estate Practitioners. She is fluent in Spanish and conversant in Portuguese.
Citi Private Bank is a business of Citigroup Inc. (“Citigroup”), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates of Citigroup. Not all products and services are provided by all affiliates or are available at all locations.