Whether you have or run a family office – or are thinking of establishing one – our Family Office Group’s dedicated family office advisory specialists can guide you at every step.

Our team has direct experience of setting up, structuring and running institutional-sized private investment companies and family offices for wealthy families. We advise over 1,400 family offices worldwide, of all sizes and structures1.

In addition to family office creation and operation, our advisory expertise covers wealth planning and structuringphilanthropyart, and aircraft.

We create customized wealth management strategies for each family office, drawing from the Private Bank’s comprehensive offering of investmentslendingliquidity management, and custody.

In addition to advice, we provide advanced analytics and peer-networking to family principals, family members and professional executives.

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

As part of our family office investment management and other services, we can also offer dedicated relationship teams globally to families and family offices with business, investment and personal interests.

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.

How we serve you

INSTITUTIONAL ACCESS FOR FAMILY OFFICES

Citi Private Bank's Family Office Group provides families with services that were previously reserved for the world’s largest institutions.

We begin by listening to your challenges in order to deliver family office investment strategies that work for you.

These strategies are sometimes simple, sometimes complex and occasionally firsts for our industry.

We harness the institutional strength of Citi’s insight, product origination, risk management, trading, and investment platforms.  

We focus on delivering products and services from across Citi’s Institutional Client Group.

These include curated direct private investments, trading and execution services, hedging and financing, asset acquisitions and disposals.

EVENTS AND NETWORKING

To keep family office executives and family members informed and inspired, we maintain an active calendar of content-rich events worldwide.

These events convene private investment companies, family offices and private holding company principals and professional executives.

They include intimate in-person and virtual roundtables, regular client webinars on topical matters and educational programs on key Next Generation and family enterprise issues.

To deliver many of these events, we partner with leading institutions such as Cambridge University, MIT, and Singularity University.

Our flagship Family Office Leadership Program has been described by attendees as “the Davos for family offices.”

As well as exchanging ideas, participants often build lasting ties with peers from across the world.

INTELLECTUAL CAPITAL FROM ACROSS CITI

We help family offices access intellectual capital from the Private Bank and across Citi.

Among the resources to which we provide access are:

  • Citi Velocity, our organization’s award-winning institutional research and analytics platform

  • Industry expertise from Investment Banking sector groups

  • Cutting-edge thematic research

  • Quarterly Family Office Insights newsletter

  • Annual Family Office client survey

  • Unique content for family office and ultra high net worth clients via white papers

Your questions

Preparing young people for the responsibilities of wealth is a continuing process, beginning at a young age. Effective and candid communication is essential.

Effective reward and retention strategies combine good process and pragmatic compensation structures that make sense for both families and executives.

We identify six important characteristics or best practices among those families that have managed to foster strong next generation leaders.

There are three factors which define how a family office can be structured.

Meet our people

Insights

Read some of our insights into the key issues for you and your wealth.

Insights

Read some of our insights into the key issues for you and your wealth.

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Our services have a minimum investment level of $5 million.

Based on the information provided, we believe that a Citigold relationship may be most appropriate for your needs.

To find out more: Visit Citigold Private Client

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