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 future generations.

Wealth preservation can be challenging, from unprepared beneficiaries, mismanagement of assets and divorce, to taxation, and legal disputes.

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 help you customize a plan for your needs, however global your presence and however diverse your assets.

We provide guidance on structuring your wealth efficiently, allowing you to mitigate taxes and enable 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 upon death.

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 legacy that protects your life’s achievements, mitigates risks to your wealth, and eases the transition of wealth to the next generation.

How we serve you

GLOBAL COVERAGE

Our Wealth Planners are located in leading financial centers around the world.

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

PROTECTION

Leveraging Citi’s extensive depth and breadth of industry knowledge and expertise, we help you to create wealth plans that seeks to safeguard your family and assets for the long term.

Wealth Planners can provide guidance on structuring wealth efficiently and help give you peace of mind in realizing your vision.

CUSTOMIZED APPROACH

Your dedicated team will listen to your needs to understand your circumstances and provide guidance as you create a dynamic wealth plan with your independent tax and legal advisors.

We can help you prepare for the future, even with complex situations and in times of uncertainty. 

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.

Citi Latitude is Citi Private Bank’s Next Generation program. It brings together some of the world’s finest minds & progressive individuals to network and seek to make an impact.

Meet our people

Resources

Explore our insights on wealth planning and US connections.

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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How can we help you?

I consent to the use of my personal information (name, telephone number and email address) by Citi Private Bank for the purpose of contacting me to send me marketing information about Citi Private Bank's wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone by emailing donotcall@citi.com, or email by visiting the email preference center at any time.

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