Great wealth can take many years to build.

Without planning, the wealth you have built can diminish in your lifetime, and may even be depleted for the generations that follow.

The challenges to wealth preservation are numerous, from unprepared beneficiaries, mismanagement of assets and divorce, to taxation, and legal disputes.

But with sound wealth planning, these challenges can be mitigated and sometimes may even be eliminated altogether.

We work with you and your independent legal and tax advisors to customize a plan for your needs, however global your presence and however diverse your assets.

We help structure your wealth efficiently, allowing you to mitigate taxes and ensure coordination between tax regimes of relevant countries.

Not only can planning protect and preserve wealth during your lifetime, it can also help ensure your wishes are fulfilled once you pass on.

This includes easing the transition of wealth to your selected beneficiaries, while minimizing family conflicts and maintaining confidentiality.

Our goal is to help protect your wealth for you and future generations, preserving your life’s achievements, perpetuating your legacy and supporting your philanthropic efforts.

We can help you create a meaningful and lasting legacy that protects your life’s achievements, structure your unique holdings for those who are important to you, wherever they may be, and ease the transition to the next generation.

How we serve you

CROSS-BORDER EXPERTISE

Our Wealth Planners are located in leading financial centers around the world and our international trust services are delivered from strategic locations:

The Bahamas, Jersey, Singapore, Switzerland and the US (Delaware, New York and South Dakota).

This global presence enables us to create integrated wealth plans for families residing in multiple countries and/or with multiple nationalities, and whose businesses and portfolios are similarly global.

LONG-TERM PERSPECTIVE

With roots dating back to 1822, Citi Trust has a 200 year heritage of providing fiduciary services.

As the first trust company in the US, and our international trust companies among the oldest in the industry, we seek to give you the peace of mind that comes from knowing the vision for your legacy will be realized.

Our team will continue to carry out your wishes and, over the long term, review your structures with your beneficiaries to ensure your intentions continue to be fulfilled.

CUSTOMIZED APPROACH

We know the wealth you wish to protect may extend far beyond traditional assets.

The custom trust structures we create can accommodate diverse holdings.

These can include business interests, real estate, collections of art and other treasured possessions, aircraft and super-yachts.

Our Special Asset Management team oversees unique and illiquid assets, addressing the complexities associated with managing and valuing these, and other, unique assets.

Your questions

Robust wealth planning can help you fulfill your philanthropic ambitions.

It is vital to plan early for an efficient and effective transfer of wealth and consider best practices and future life events.

Effective business succession requires often lengthy and complex planning. The earlier you begin, the better.

Meet our people

Citi Trust at 200

As the first trust company in the US, and our international trust companies among the oldest in the industry, 2022 marked the 200th anniversary of Citi Trust.

Resources

See more of the insights we offer you by exploring our white papers on trusts, succession planning, and wealth preservation.

Gifting when the US transfer tax exemption amounts are at an all-time high

Gifting now may increase the amount of wealth that you could pass on to the next generation and beyond.

Planning for a move to the US

Without thoughtful planning well in advance, a move to the US could adversely impact the preservation of an individual or family’s wealth and the ability to leave a long-lasting legacy for future generations.

How your US connections may affect your wealth and legacy

Your wealth can be subject to US taxes even if you’re not a US resident. Failing to understand and reflect this in your wealth plan can have costly consequences for your wealth and legacy.*

 

Insights

See our wealth advisory insights and the issue that matter for your wealth.

Insights

See our wealth advisory insights and the issue that matter for your wealth.

Global citizens

The Private Bank exists to serve a very special community. Hear the stories of global citizens in their own words.

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