Insights

Read some of our insights into the key issues for you and your wealth.

Insights

Read some of our insights into the key issues for you and your wealth.

Meet our people

Global Head

Hannes Hofmann

Head
Family Office Group

Meet our wealth expert

Hannes Hofmann leads our Family Office Group globally, bringing the vast network and resources of Citi together with our private banking services.

Hannes has an extensive global institutional wealth background. He joined Citi from J.P. Morgan where he spent over 20 years in numerous roles globally. Most recently, Hannes was the Head of Multifamily Office and Intermediaries for the Asia Pacific, Europe, Middle East & Africa, and Latin America regions. Previously, Hannes was Head of the Global Investment Opportunities Group in Asia, where he led teams in Singapore and Hong Kong that provided investment advice to sophisticated, trading-oriented clients in J.P. Morgan Private Bank Asia. He was also the Head of Investments in the U.S. Southeast region at J.P. Morgan.

Hannes holds an MBA from Stanford University, a Master’s degree from CEMS/London School of Economics, a Master's degree from the Vienna University of Business and Economics, as well as the Chartered Financial Analyst (CFA) designation. He is a former board member of the Wolfsonian Institute in Miami.

Global Head

Alexandre Monnier

Family Office Advisory Head
Family Office Group

Meet our wealth expert

Alexandre has responsibility for serving for family office clients, guiding them with advice, education, events and networking opportunities.

Previously, Alexandre was Head of Wealth Sustainability and President of the Institute for Family Success at Hawthorn, the Multi-Family Office of PNC, providing integrated wealth management services to ultra-high net worth family offices. Prior to that, he was President of Family Office Exchange (FOX), a private network for wealth owning families. In that role, he helped family offices in different countries with the unique challenges inherent to wealth ownership, including family vision, governance, next-generation education, leadership succession, risk management, wealth management and family office practices.

Alexandre is a graduate of ESCP Europe/European School of Management. He has also been a member of Young Presidents’ Organization (YPO) since 2005.

Global Head

Adam von Poblitz

Wealth Advisory Head
Family Office Group

Meet our wealth expert

Adam is responsible for coordination of the Family Office Group’s advisory services, including wealth and financial planning, and philanthropic, aircraft and art advisory.

With over two decades of industry experience, he is instrumental in supporting ultra-high net worth clients’ cross-border tax and structuring needs. Prior to joining Citi Private Bank in 2007, Adam practiced as a trusts and estates attorney with the New York law firm Schulte, Roth & Zabel.

Adam received his bachelor’s degree at Georgetown University, masters at Oxford University and studied art history at Christie’s auction house in London, prior to obtaining his Juris Doctorate at Northwestern University. He holds an LLM in taxation law from New York University and is a diplomate of the Royal Society of Arts.

Global Head

Karen Kardos

Philanthropic Advisory Head

Meet our wealth expert

Karen provides philanthropic advice and services to families, foundations, and endowments on strategic development and best practices to meet their philanthropic goals.

Previously, Karen served for 10 years as the Director of Finance and Philanthropic Operations for a private foundation in the multifamily office practice of Geller & Co. In addition to advising clients on philanthropic strategies, she is also well versed in private foundation operations, governance, and compliance.  

Karen is a 21/64 Multigenerational Advisor. She holds a bachelor’s degree in accounting from Binghamton University.

Global citizens

The global citizen community exists to help make the world a better place. It is our privilege to share this selection of stories about their accomplishments.

Contact us

To help put you in touch with the right Private Bank team, please answer the following questions.

Are you an existing Private Bank client?

Please fill out the form, so we can contact 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.

Please consent to the terms and conditions to continue

I am looking for services to support...

My net worth is (USD)...

The AUM (USD) of my single family office is...

Thank you for your interest in Citi Private Bank.

Our family office services are only available to single family offices with over $100 million in AUM. 

Thank you for your interest in Citi Private Bank.

Our services have a minimum investment level of $5 million.

Based on the information provided, we believe that a Citigold relationship may be most appropriate for your needs.

To find out more: Visit Citigold

Thank you for your interest in Citi Private Bank.

Our services are only available to individuals & family offices.

Based on the information provided, we believe that a Citi Commercial Bank may be most appropriate for your needs.

To find out more: Visit Citi Commercial Bank

Job title & Company

Job title & Company

Location

Please select one of the above options

Please enter your contact details

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.

Please consent to the terms and conditions to continue

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.

Please consent to the terms and conditions to continue

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

Thank you for contacting Citi Private Bank. Your enquiry has been forwarded to your relationship team who will be in touch as soon as possible.