Financial planning
We help investors from many industries develop holistic financial plans.
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Learn more about In ViewHelpOnline securityPlease be advised that verbal and written communication from Citi may be in English as we may not be able to provide servicing related communications in all languages. These communications may include, but are not limited to, account agreements, statements and disclosures, change in terms or fees; or any servicing of your account. If you need assistance in a language other than English, please contact us as we have language services that may be of assistance to you.
Por favor, tenga en cuenta que las comunicaciones verbales y escritas de Citi podrían redactarse únicamente en inglés, ya que, tal vez, no podamos proporcionar comunicaciones relacionadas con los servicios en todos los idiomas. Estas comunicaciones podrían incluir, entre otras, contratos, divulgaciones y estados de cuenta, cambios en los términos o en los cargos, así como cualquier documento de mantenimiento de su cuenta. Si necesita ayuda en un idioma distinto al inglés, por favor, comuníquese con nosotros, ya que tenemos servicios de idiomas que podrían serle útiles.
Informamos que as comunicações verbais e por escrito do Citi podem estar em inglês, pois talvez não possamos fornecer comunicações relacionadas a serviços em todos os idiomas. Essas comunicações podem incluir, mas não estão limitadas a, acordos de contas, declarações e divulgações, mudanças nos termos ou taxas; ou qualquer serviço de sua conta. Se você precisar de ajuda em um idioma diferente do inglês, entre em contato conosco, pois temos serviços de idiomas que podem ser úteis para você.
请注意,花旗集团可能使用英文进行口头和书面通信,因为我们可能无法以所有语言提供与服务相关的通信。这些通信可能包括但不限于账户协议、账单与披露声明、条款或费用变更,或为您账户提供的任何服务。如果您需要英文以外的其他语言的帮助,请与我们联系,因为我们提供可能对您有帮助的语言服务。
Please be advised that verbal and written communication from Citi may be in English as we may not be able to provide servicing related communications in all languages. These communications may include, but are not limited to, account agreements, statements and disclosures, change in terms or fees; or any servicing of your account. If you need assistance in a language other than English, please contact us as we have language services that may be of assistance to you.
Por favor, tenga en cuenta que las comunicaciones verbales y escritas de Citi podrían redactarse únicamente en inglés, ya que, tal vez, no podamos proporcionar comunicaciones relacionadas con los servicios en todos los idiomas. Estas comunicaciones podrían incluir, entre otras, contratos, divulgaciones y estados de cuenta, cambios en los términos o en los cargos, así como cualquier documento de mantenimiento de su cuenta. Si necesita ayuda en un idioma distinto al inglés, por favor, comuníquese con nosotros, ya que tenemos servicios de idiomas que podrían serle útiles.
Informamos que as comunicações verbais e por escrito do Citi podem estar em inglês, pois talvez não possamos fornecer comunicações relacionadas a serviços em todos os idiomas. Essas comunicações podem incluir, mas não estão limitadas a, acordos de contas, declarações e divulgações, mudanças nos termos ou taxas; ou qualquer serviço de sua conta. Se você precisar de ajuda em um idioma diferente do inglês, entre em contato conosco, pois temos serviços de idiomas que podem ser úteis para você.
请注意,花旗集团可能使用英文进行口头和书面通信,因为我们可能无法以所有语言提供与服务相关的通信。这些通信可能包括但不限于账户协议、账单与披露声明、条款或费用变更,或为您账户提供的任何服务。如果您需要英文以外的其他语言的帮助,请与我们联系,因为我们提供可能对您有帮助的语言服务。
We help investors from many industries develop holistic financial plans.
Even for sophisticated investors, financial planning can be challenging.
The greater your wealth and the more dynamic your circumstances, the more valuable financial planning can become. We are dedicated to providing the highest level of financial planning services, specializing in UHNW financial planning.
A financial plan can help you understand your current situation, define your goals and set out a strategy for achieving them.
A detailed statement of net worth, an evaluation of your portfolio in light of the allocation we recommend for you, and a multi-year cash flow analysis are among the insights we provide.
Our financial planners can also help you prepare better for expected and unexpected major outlays, such as a second or vacation home, a private jet or a new business venture, as well as plan your family business succession.
If you are seeking to sell your interest in a business, diversify a concentrated holding, or manage another liquidity event, we can advise how to make it work best for your wealth.
To customize your plan, we draw upon some of the most advanced resources available, such as the work of our asset allocation and portfolio analytics specialists.
The resulting financial plan is a living document, which should evolve alongside your situation over time.
We will therefore periodically discuss this framework with you to address life events and changes in your overall goals and objectives.
We work with Bankers, Investment Counselors and other product specialists to create, implement and monitor customized financial plans.
We therefore produce a net worth statement, giving you a comprehensive understanding of your current situation.
This statement can subsequently help us to determine realistic financial goals and aid in monitoring your progress towards them.
It can also give an estimate of your retirement income and the potential inheritance for your heirs, as well as reducing the impact of any unexpected events.
Even the wealthiest investors can thus experience mismatches between their available liquidity and their requirements.
We offer a cash flow plan for you and your family, which provides detailed analyses of income and expenses.
Such a plan can help determine ability to maintain current lifestyle in retirement, accommodate large expenses or unexpected events, such as medical or long-term care expenses, evaluate wealth transfer and gifting capacity, and plan for survivorship income and expenses.
Your cash flow plan is revisited periodically to address changes in goals and can include corporate benefits modeling, such as pensions, deferred compensation, and restricted stock/options.
We can work with your independent advisors to help develop an estate plan that reflects your objectives and maximizes the wealth that passes to your heirs and chosen causes.
Such a plan can also help enhance confidentiality and potentially minimize taxes.
In partnership with external specialists, we can enable the delivery of integrated insurance solutions to address a wide variety of wealth transfer concerns.
These include arranging for equitable distribution of illiquid assets like fine art or real estate, establishing a charitable legacy, planning for business succession and liquidity provision for taxes and debt.
To help put you in touch with the right advisory or team, please answer the following questions.
Our services have a minimum investment level of $5 million.
Based on the information provided, we believe that a Citigold relationship may be most appropriate for your needs.
To find out more: Visit Citigold
Thank you for your interest in Citi Private Bank.A member of our team will be in touch with you shortly.
To help put you in touch with the right advisory or team, please answer the following questions.
Our services have a minimum investment level of $5 million.
Based on the information provided, we believe that a Citigold relationship may be most appropriate for your needs.
To find out more: Visit Citigold
Thank you for your interest in Citi Private Bank.A member of our team will be in touch with you shortly.
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