Trust

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

Rob Laughlin

Global Head of Trust & Wealth Planning

NYC

visit linkedin profile

“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.

Global Head

Juan Carlos Madrigal

Head of Marketing

Latin America

Juan Carlos leads a team responsible for marketing initiatives throughout the region, including digital and traditional events, publications, advertising, and public relations.

Previously, Juan Carlos led marketing for Citi’s wealth management division in Latin America, also supporting the consumer and the institutional divisions. He joined Citi in 2000 as a project manager at Citi Private Bank Mexico.

Previously, Juan Carlos was part of the editorial committee of TV Azteca in Mexico. He began his career at Atlas Economic Research Foundation in DC. He is also an internationally exhibited photographer.

Juan Carlos holds an MBA from Université du Québec V Montréal (UQAM) and a bachelorʼs in business administration from Universidad Iberoamericana.

Rob Laughlin

Global Head of Trust & Wealth Planning,

NYC

visit linkedin profile

“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.”

Global Head

Juan Carlos Madrigal

Head of Marketing,

Latin America

December 3, 2020

Unstoppable trends summary report

Unstoppable trends are reshaping the world around us. By their very nature, these trends are multi-year and powerful. As such, they continue to evolve throughout economic cycles. In turn, having portfolio exposure to the likely beneficiaries of these trends can provide resilient growth potential.

By the same token, we also advise limiting exposure to businesses and sectors that are most likely to suffer as these disruptive forces take hold and accelerate.

Download PDF (1.53 MB)

December 1, 2020

Set sail with asset allocation

A logic-based, disciplined strategy can help avoid emotions affecting your investment results.

Our white paper – Set Sail with Asset Allocation – sets out a framework for building a core investment strategy, highlighting the importance of strategic asset allocation.

Download PDF (1.65 MB)