Family office advisory

We begin by listening to your challenges in order to seek strategies that work for you.

These strategies are sometimes simple, sometimes complex and occasionally firsts for our industry.

We harness the institutional strength of Citi’s insight, product origination, risk management, trading, and investment platforms.  

We focus on delivering products and services from across Citi’s Institutional Client Group.

These include curated direct private investments, trading and execution services, hedging and financing, asset acquisitions and disposals.

These events convene private investment companies, family offices and private holding company principals and professional executives.

They include intimate in-person and virtual roundtables, regular client webinars on topical matters and educational programs on key Next Generation and family enterprise issues.

To deliver many of these events, we partner with leading institutions such as Cambridge University, MIT, and Singularity University.

Our flagship Family Office Leadership Program has been described by attendees as “the Davos for family offices.”

As well as exchanging ideas, participants often build lasting ties with peers from across the world.

Among the resources to which we provide access are:

• Citi Velocity, our organization’s award-winning institutional research and analytics platform

• Industry expertise from Investment Banking sector groups

• Cutting-edge thematic research

• Quarterly Private Capital Insights newsletter

• Annual Private Capital client survey

• Unique content for Private Capital clients via white papers