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Professional services firms

Business women shaking hands
The advice that accountants and management consultants provide helps companies to grow and thrive.

Given the intense demands of their careers, we understand how these professionals themselves can potentially benefit from expert advice and services in relation to their own wealth.

The Private Bank’s Professional Services Group is devoted to serving the needs of accountants and consultants by providing customized financial strategies and advice.

Through our experience of working with these organizations and their leading talent, we understand the value of your time and the highly individualized attention you deserve.

Our offering is tailored to your evolving needs throughout your professional life.

We enable access to banking facilities and home finance, help you meet education costs, build your investment portfolio, shape your financial strategy and structure your wealth.

The Professional Services Group also draws upon the expertise of the Private Bank’s Law Firm Group, which has served the legal industry for half a century.

We are responsive and seek to deliver strategies at every stage of your journey.

We support your career by thinking one step ahead so that you can focus on your clients.

Edward Karan sketch
Edward Karan
Head of Professional Services Group
Meet our wealth expert

Edward has overall responsibility for meeting the needs of our professional services clients. Together with a team of dedicated specialists, he advises individuals and their families on liquidity, financing, investment and wealth management strategies.

Prior to joining Citi Private Bank in 2004, Edward served as a consultant, investment banker, private equity investor and family office professional.

Edward graduated with honors from the University of Pennsylvania’s Wharton School of Business as a Joseph Wharton Scholar. He is a member of the Board of Directors of the Hebrew Free Loan Society, a nonprofit microfinance organization that has provided interest-free loans in the New York metropolitan area since 1892. Edward holds the Chartered Financial Analyst designation. 

Become a client

Sophisticated services for your wealth

We offer a comprehensive range of services and resources that we customize to address your needs.

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.

Andreas Dracopoulosclose icon
Global Citizens
Stavros Niarchos Foundation
ANDREAS DRACOPOULOS

Since the inception of the Stavros Niarchos Foundation in 1996 over $2.4 Billion has been granted to good causes in over 100 countries.

Co-president Andreas Dracopoulos, the grand nephew of Niarchos, shares the Foundation’s philanthropic vision whilst giving us a personal tour of the stunning cultural centre which opened in Athens in 2016.

 
Gitta Nagelclose icon
Global Citizens
Decron Properties
DAVID, GITTA & JACK NAGEL

Optimism and determination to solve problems enabled Jack and Gitta Nagel to thrive after coming to the US as holocaust survivors. Today, the family is committed to helping others do the same, both within their business and across society.

Adriana Cisneros sitting at a desk smilingclose icon
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.”

Learn more

Ryo Ishizukaclose icon
Global Citizens
Technology Entrepreneur
RYO ISHIZUKA

Despite a long tradition of technological innovation, Japan hasn’t been known for “unicorn” tech start-ups. But one Japanese-born entrepreneur with a Silicon Valley background has helped to change that.

Just three years after Ryo Ishizuka co-founded Mercari, the virtual marketplace was valued at more than $1bn. In this short film, Ryo reflects on his remarkable journey and how he was able to draw upon Japanese and US business traditions in his pursuit of success.

He also discusses the importance of education and his goal of helping others to have the same sort of opportunities that he had.

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