Family office insights

Explore unique content designed for family offices and ultra high net worth individuals.

Our team has direct experience of setting up, structuring and running institutional-sized private investment companies and family offices for wealthy families.

Family office explainer video
Family office explainer video

Family office frequently asked questions

There are three key factors that define how a family office is structured.

Learn more about how to structure family offices

Family office expenses often amount to approximately 1% to 2% of the family's total active assets, including investment portfolios, trust assets, and liquid assets. So, the approximate cost for a small family office with active assets of $155 million would be $1.5 million to $3.1 million annually.

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Our insights

Read our latest insights from thought leaders across Citi Private Bank.


Read some of our family office perspectives into the key issues for you and your wealth.
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Your family office related questions answered

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

Learn more about incentivizing family office executives

Preserving the value of their assets, preparing the next generation and managing transitions are top concerns for many family offices globally.

Learn more about the challenges and opportunities faced by family offices

Family offices must consider a wide variety of factors and preferences when deciding whether to build or buy their investment management capabilities.

Read more about investment management best practices for family offices

Get in touch to find out about our family office services

Family office awards

Recognized in the industry for our leadership in serving some of the world's most influential clients and our best-in-class offering for family offices.

Family office advisory

We advise family offices of every size and structure and throughout the world. Whether you have or run a family office – or are thinking of establishing one – our dedicated specialists can guide you at every step.

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