Citi Private Bank

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How we work with you

 

Susan and her staff manage the family office of a leading wealthy family, handling investments, tax and estate planning and management, as well as administrative and personal matters.

We advise her on best practices, highlight ways to use the services of her advisors and outside vendors more effectively, and give introductions to other families and family-office professionals.

Susan also wants to know which technology to use to receive consolidated reporting across the family’s numerous custodians, investment managers and entities.

We give her our insights into the various solutions and technology providers other family offices use and connect her with fellow professionals who recently evaluated and engaged certain providers.

We also help Susan develop the structure for a consolidated reporting solution and negotiate favorable rates with the technology provider, given our experience with other families.

 

All persons mentioned on this page are fictional and were created for illustrative purposes only. Any resemblance to real persons is a coincidence and unintended.This scenario is hypothetical and for illustrative purposes only. It does not take into account the investment objectives, risk profile or financial situation of any particular person and as such, strategies may not be suitable for all investors. Nothing on this page is intended to be an offer to purchase or sell, or a solicitation of an offer to purchase or sell, any security.No inference should be drawn that any investment product or strategy referred to was actually implemented on behalf of a client, or if it was, that it was successful.

Investments in securities involve risks and may lose value. Investment products are not deposits or other obligations of, or guaranteed by, Citibank, its affiliates or any other depository institution. Investment products are not insured or guaranteed by the U.S. Government, the Federal Deposit Insurance Corporation or any other government agency and may lose value.

The information contained is not intended to be an exhaustive discussion of the strategies or concepts mentioned herein or tax or legal advice. Neither Citigroup nor any of its affiliates provides tax or legal advice. You should obtain advice based on your own individual circumstances from your tax, financial, legal and other advisors about the risks and merits of any strategy before making an investment decision, and only make such decisions on the basis of your own objectives, experience, risk profile and resources.

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