

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