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Trust & wealth planning

We help you create a thoughtful wealth plan that seeks to preserve your legacy, protect your life’s achievements, and ease the transition to future generations.

Great wealth can take many years to build.

Without planning, the wealth you have built can diminish in your lifetime, and may even be depleted for the generations that follow.

The challenges to wealth preservation are numerous, from unprepared beneficiaries, mismanagement of assets and divorce, to taxation, and legal disputes.

But with sound planning, these challenges can be mitigated and sometimes may even be eliminated altogether.

We work with you and your independent legal and tax advisors to customize a plan for your needs, however global your presence and however diverse your assets.

We help structure your wealth efficiently, allowing you to mitigate taxes and ensure coordination between tax regimes of relevant countries.

Not only can planning protect wealth during your lifetime, it can also help ensure your wishes are fulfilled once you pass on.

This includes easing the transition of wealth to your selected beneficiaries, while minimizing family conflicts and maintaining confidentiality.

 

Our goal is to help protect your wealth for you and future generations, preserving your life’s achievements, perpetuating your legacy and supporting your philanthropic efforts.

We can help you create a meaningful and lasting legacy that protects your life’s achievements and unique holdings for those who are important to you, wherever they may be.

Rob Laughlin
Global Head of Trust & Wealth Planning

How we serve you

Cross-border expertise
Our Wealth Planners are located in leading financial centers around the world and we maintain trust centers in strategic locations including:

The Bahamas, Jersey, Singapore, Switzerland and the US (Delaware, New York and South Dakota).

This global presence enables us to create integrated wealth plans for families residing in multiple countries and/or with multiple nationalities, and whose businesses and portfolios are similarly global.

Long-term perspective
With roots dating back to 1822, Citi Trust has a long heritage of providing fiduciary services.

We seek to give you the peace of mind that comes from knowing the vision for your legacy will be realized.

Our team will continue to carry out your wishes and, over the long term, review your structures with your beneficiaries to ensure your intentions continue to be fulfilled.

Customized approach
We know the wealth you wish to protect may extend far beyond traditional assets.

The custom structures we create can accommodate diverse holdings.

These can include business interests, real estate, collections of art and other treasured possessions, aircraft and super-yachts.

Our Special Asset Management team oversees unique and illiquid assets, addressing the complexities associated with managing and valuing these, and other, unique assets.

Meet our people

Global Head

Rob Laughlin

Global Head of Trust & Wealth Planning
“We can help you create a meaningful and lasting legacy that protects your life’s achievements and unique holdings for those who are important to you, wherever they may be.”

Rob has overall responsibility for all aspects of trust and wealth planning at the Private Bank.

In his previous role, Rob was Regional Market Manager for Metro New York, after serving as Regional Market Manager for Southern California and Arizona and Head of Trust for North America. Rob has also held positions at Neuberger Berman Trust Company and J.P. Morgan Private Bank.

Rob has a bachelor’s in accounting from Syracuse University and a doctor of jurisprudence degree from Fordham University School of Law.

Your questions

Robust wealth planning can help you fulfill your philanthropic ambitions.

Learn more

It is vital to plan early for an efficient and effective transfer of wealth and consider best practices and future life events.

Learn more

Effective business succession requires often lengthy and complex planning. The earlier you begin, the better.

Learn more

Insights

See our wealth advisory insights and the issue that matter for your wealth.

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Insights

See our wealth advisory insights and the issue that matter for your wealth.

View all insights

Contact us

To help us put you in touch with the right advisor or team, please answer the following questions.