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Trust & wealth planning

We help you create a thoughtful wealth plan that seeks to preserve your legacy, protect your life’s achievements, and ease the transition to future generations.

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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 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 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 and unique holdings for those who are important to you, wherever they may be.

Rob Laughlin
Global Head of Trust & Wealth Planning
How we serve you
Cross-border expertise
Our Wealth Planners are located in leading financial centers around the world and we maintain trust centers in strategic locations including:

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 long heritage of providing fiduciary services.

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 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.

Meet our people

Robert Laughlin caricature
Global Head
Rob Laughlin
Global Head of Trust & Wealth Planning
“We can help you create a meaningful and lasting legacy that protects your life’s achievements and unique holdings for those who are important to you, wherever they may be.”

Rob has overall responsibility for all aspects of trust and wealth planning at the Private Bank.

In his previous role, Rob was Regional Market Manager for Metro New York, after serving as Regional Market Manager for Southern California and Arizona and Head of Trust for North America. Rob has also held positions at Neuberger Berman Trust Company and J.P. Morgan Private Bank.

Rob has a bachelor’s in accounting from Syracuse University and a doctor of jurisprudence degree from Fordham University School of Law.

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Robert Laughlin caricature
Global Head
Rob Laughlin
Global Head of Trust & Wealth Planning

Rob has overall responsibility for all aspects of trust and wealth planning at the Private Bank.

In his previous role, Rob was Regional Market Manager for Metro New York, after serving as Regional Market Manager for Southern California and Arizona and Head of Trust for North America. Rob has also held positions at Neuberger Berman Trust Company and J.P. Morgan Private Bank.

Rob has a bachelor’s in accounting from Syracuse University and a doctor of jurisprudence degree from Fordham University School of Law.

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Elena Mortemore caricature
Elena M. Mortemore
Head of Trust & Wealth Planning
Americas

Elena Maria Mortemore is Managing Director and Head of the Trust and Wealth Planning business for the Americas. She is responsible for developing and managing the overall business strategy and for driving business development activities for both North and Latin America. She leads teams of wealth planning specialists with expertise in fiduciary products and insurance solutions.

Elena Maria Mortemore has over 20 years of experience in the legal and trust industry including positions at Citi Private Bank, Santander, and a law firm in The Bahamas.  She is a barrister-at-law, admitted to practice law in England and Wales as well as a Counsel and Attorney-at-Law and Notary Public admitted to practice in The Bahamas.  She is also an active member of the Society of Trust and Estate Practitioners and is fluent in Spanish.

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Natalia Murphy
Head of Trust & Wealth Planning
North America

Natalia leads a team that delivers sophisticated and comprehensive wealth planning services for ultra-high net worth families globally.

Prior to joining the Private Bank, she practiced law in New York for fourteen years. Her practice focused upon on sophisticated estate and trust planning for affluent US and international families.

Natalia earned a bachelor’s degree in economics and political science from St. Francis College. She received her J.D., Dean’s List, from St. John's University School of Law. She is a member of the Bars of the State of New York and the State of Connecticut.

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Robert Stemmons caricature
Robert Stemmons
Head of Trust & Wealth Planning
Europe, Middle East and Africa

Robert is the Head of Citi Trust for Europe, the Middle East and Africa, responsible for wealth planning business development. He leads a team of Wealth Planning professionals with expertise in fiduciary and insurance solutions. The team helps clients create tailored strategies to achieve their wealth transfer planning goals from offices in London, Geneva, Zurich, Madrid and Dubai.

Robert joined Citi Trust from Citi Legal, where he was Managing Director and General Counsel covering Citi Private Bank and other business and serving as Citi Channel Islands counsel. Prior to joining Citi in 2002, he was General Counsel at Coutts and later at Threadneedle. Earlier, he worked in New York with the law firm Paul Weiss.

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Michael Troth sketch
Michael Troth
Head of Trust & Wealth Planning
Asia Pacific

Michael leads the Citi Trust and family office teams in Asia that create integrated and sophisticated wealth plans to preserve assets for generations.

He has previously served as Global Market Manager for Brunei, Malaysia, Philippines and Thailand, and has headed fiduciary services for Citi Trust in Asia. Prior to joining the Private Bank in 2001, Michael was Managing Director of the Asian trust business for Jardine Matheson Trust Corporation.

Michael is an Associate of the Chartered Institute of Bankers and holds a diploma in trust and estate practice. He is a member of the Society of Trust and Estate Practitioners.

Your questions

Robust wealth planning can help you fulfill your philanthropic ambitions.

Learn more

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

Learn more

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

Learn more

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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Global Citizens
Experience creator
ALAN FAENA

“Giving new life to a city is one of the most beautiful things that anyone can do,” says Alan Faena, as he looks out on the Miami neighbourhood that now bears his name. “It’s one of the things I’m most proud of, both here and back home in Buenos Aires. These are my gifts to the people, not only for today’s generation but also for future generations.” And what a gift the Faena District is indeed.

Spanning five blocks adjacent to the white sands of Miami Beach, the neighborhood is nothing less than an urban oasis of sensory delights. Its buildings – old and new – somehow fuse perfectly with their natural surroundings. Absolutely nothing is mundane here, not even the multistory parking garage, whose exterior could easily pass for that of an ultra-modern cultural center or designer shopping mall. Incidentally, the Faena District also possesses both of those things.

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Global Citizens
Adriana Cisneros
ADRIANA CISNEROS

“I think it’s something like less than one third of family businesses that make it from the first to the second generation and half of those don’t make it to the third generation,” says Adriana Cisneros. “I’m the third generation in our business, so I really hope I’m going to be one of those that survives. Who knows, I might completely mess up, but hopefully not.” Messing up seems a rather unlikely prospect going by Adriana’s record to date. The company is in robust health under her leadership. She has recently returned from a whistle-stop tour of Central and South America, where Cisneros Interactive has become the sole reseller of Facebook in nine countries, the only nations on earth where the social media giant will not manage its own sales.

Facebook chose to work through Cisneros Interactive because it already has the region’s most advanced advertising network. “I started Cisneros Interactive, our digital division four years ago,” says Adriana. “Our aim from the outset has been to create the largest advertising network in Latin America and also the smartest. When we began, others were trying to do similar things, but in a very country-specific way. No one really dared to do it pan-regionally. I used the same architecture to build the business that my father did when he brought satellite television to Latin America three decades ago.”

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Global Citizens
The Brown family & NFI: Keeping North America running
SID BROWN

I went to Georgetown University, where I majored in finance. After graduation, I went to New York, where I worked for two years in investment banking at Morgan Stanley, before attending Harvard Business School. At that point, I had to decide if I wanted to go back into investment banking or return to the family business. It was 1983 and NFI was primarily a trucking business with very small warehousing, real estate, and truck leasing components.

I’m not completely sure exactly what I was thinking at the time, but I probably felt a certain obligation to join the family business. I’d kind of grown up within NFI. From junior high school onwards, I’d always helped out at the company during summer vacations. I’d worked in the maintenance shop and as a loader in the warehouse. We had always discussed business around the family table as far back as I can remember. So I guess you could say it was in my blood.

When I entered the business, I also had two brothers and a sister working alongside me. So I not only had to figure out how to work with my father, but also with my siblings too. As we were coming up through the ranks, our father wisely refused to appoint any of us as his successor. ‘If I pick one of you,’ he said to us, ‘the others will always resent me and our relationship will suffer.’ Instead, he told us to work it out among ourselves, after which he would sell the business to us.

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Global Citizens
Fighting an asymmetric war
MOHAMED AMERSI

Problem-solving and progress-making are second nature to Mohamed Amersi. For many years, he worked as a lawyer for two of the world’s leading firms, focusing upon highly complex equity-related deals. He subsequently set up his own advisory and investment firm specializing in technology, media, and telecoms. In 2015, he and his family created the Amersi Foundation, which particularly supports causes relating to education, poverty, conflict, and social cohesion.

The pandemic has definitely felt like a war at times. But it’s an unusual, asymmetric kind of war. The enemy we’re fighting is one that we can’t see or touch. It doesn’t deploy tanks, fire bullets or have a nuclear arsenal. But it does have hidden bases in pretty much every single part of the Earth. And our current weaponry is unable to defeat this enemy – an enemy that is only interested in killing us.

Like most people, I have had to learn a lot very quickly about COVID-19. I had no in-depth understanding of what ‘triaging,’ ‘social distancing,’ and ‘self-isolation’ were all about. We’ve all learned a completely new lexicon, a new way of living and have a new way of thinking about things. It’s a strange paradox, but we’ve had to stay apart in order to come together against this pandemic.

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