Investment strategies should include a consideration of the best wealth planning
solutions to hold and safeguard assets for the client’s family and future generations
or their philanthropic objectives.
Elena Maria Mortemore is Managing Director and Head of the Trust and Wealth Planning
business for the Americas. She is responsible for developing and managing the overall
business strategy and for driving business development activities for both North and
Latin America. She leads teams of wealth planning specialists with expertise in fiduciary
products and insurance solutions.
Elena Maria Mortemore has over 20 years of experience in the legal and trust industry
including positions at Citi Private Bank, Santander, and a law firm in The Bahamas.
She is a barrister-at-law, admitted to practice law in England and Wales as well as
a Counsel and Attorney-at-Law and Notary Public admitted to practice in The Bahamas.
She is also an active member of the Society of Trust and Estate Practitioners and
is fluent in Spanish.
With almost two hundred years of history, Citi Trust’s services
can provide protection for family and business, coordinate holdings across multiple
jurisdictions and ensure clients’ wishes regarding their legacy are followed.
Citi Trust is the business name for a wide range of personal trust and estate
management and related services provided by Citigroup Inc. or its affiliates to individuals,
families and charitable entities throughout the world. Not all products and services
are provided by all affiliates or are available at all locations.