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Family office advisory

We advise family offices of every size and structure and throughout the world.

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Whether you have or run a family office – or are thinking of establishing one – Citi Private Capital Group’s dedicated 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. 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 structuring, philanthropy, art, and aircraft.

We customize a strategy for each family office, drawing from the Private Bank’s comprehensive offering of investments, lending, liquidity 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.

 

 

We can also offer dedicated relationship teams in every region of the world where a family office or family may have business and investment interests or personal needs.

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 Campbell
Chairman of Citi Private Capital Group
How we serve you
Institutional access for family offices
Citi Private Capital 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 seek 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.

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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.

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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 Private Capital Insights newsletter

  • Annual Private Capital client survey

  • Unique content for Private Capital 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.

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

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

Learn more

Meet our people

Stephen Campbell caricature
Stephen Campbell
Chairman of Citi Private Capital Group

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 families.

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 US. Stephen was founder and CEO of two financial technology companies, and has led investments in numerous early-stage companies.

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Stephen Campbell caricature
Stephen Campbell
Chairman of Citi Private Capital Group
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Stephen Campbell caricature
Stephen Campbell
Chairman of Citi Private Capital Group

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 families.

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 US. Stephen was founder and CEO of two financial technology companies, and has led investments in numerous early-stage companies.

Resources

See more of the insights we offer you by exploring our white papers.

November 19, 2020
When Hope is Not a Strategy
We believe a comprehensive framework for engaging children around matters related to family wealth.
Download iconDownload PDF ( 6.24 MB )
July 8, 2020
The Private Capital Survey 2020
We were privileged to have all regions of the globe represented for this crucial poll.
Download iconDownload PDF ( 3.44 MB )
June 13, 2019
Meeting the challenges of family leadership
The challenges of effective leadership are not confined to the realms of business and politics.
Download iconDownload PDF ( 2.31 MB )

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Thank you for your interest in Citi Private Bank.

Citigold wealth management may be of interest to you.

To find out more: Visit Citigold

Thank you for your interest in Citi Private Bank. A member of our team will be in touch with you shortly.

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INVESTMENT PRODUCTS: NOT FDIC INSURED. NOT CDIC INSURED. NOT GOVERNMENT INSURED. NO BANK GUARANTEE. MAY LOSE VALUE.

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. In the U.S., investment products and services are provided by Citigroup Global Markets Inc. "CGMI"), member FINRA and SIPC, and also Citi Private Advisory, LLC ("Citi Advisory"), member of FINRA and SIPC. CGMI accounts are carried by Pershing LLC, member FINRA, NYSE, SIPC. CGMI, Citi Advisory and Citibank, N.A. are affiliated companies under the common control of Citigroup.

Outside the U.S., investment products and services are provided by other Citigroup affiliates. Investment Management services (including portfolio management) are available through CGMI, Citi Advisory, Citibank, N.A. and other affiliated advisory businesses. Neither Citigroup nor any of its affiliates provides tax or legal advice.

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