Citi Private Bank

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Our services

The program provides key insights into finance and wealth planning, as well as essential knowledge for making them successful heirs to the family business.

The intensive course takes place every year in New York, London and either Singapore or Hong Kong, and is followed up with other educational and networking events.

 

Connecting influential families

Next Gen events are invaluable opportunities for participants to network with other scions of leading families.

Each seminar is typically attended by about forty to fifty heirs of some twenty different nationalities.

Where feasible, we actively promote internship exchanges between family businesses around the world.

 

Promoting intergenerational planning

Our approach also involves bringing generations together to discuss succession issues.

We hold family summits where two or three generations of each family explore succession planning, wealth transfer, family governance and legacy building.

Following private discussions with experts, participants come away with a plan of action customized for their family.

 

Ongoing insights

Our award-winning Next Gen program helps prepare heirs for their future responsibilities and challenges, nurturing them to become able custodians of the family legacy.

The program provides key insights into finance and wealth planning, as well as essential knowledge for making them successful heirs to the family business.

The intensive course takes place every year in New York, London and either Singapore or Hong Kong, and is followed up with other educational and networking events.

 

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