A Wealth of Opportunity.
Welcome to Citigold Private Client - an elevated financial relationship
that provides a higher level of service and wealth management.
Explore the Benefits of Citigold Private Client
Citigold Private Client is designed for clients who maintain a minimum combined average monthly balance of at least $1,000,000 in eligible linked deposit, retirement, and investment accounts†.
Dedicated Wealth Team
Your Dedicated Wealth team is here to offer you professional guidance, premier banking, valuable insights, advanced financial planning and recommend sophisticated investment strategies. Plus, the 24/7 service center delivers immediate access to additional support anytime.
Advanced Wealth Planning
Your financial needs may be complex but planning for them does not have to be. You have access to advanced planning strategies, trust & estate services, high-net-worth services, premier investment products and insights.
Robust Investment Capabilities
Gain access to a full spectrum of investment capabilities from Citi Personal Wealth Management with the guidance of a Wealth Advisor and an entrée to digital investments tools at your fingertips.
Premier Banking
Enjoy day-to-day conveniences like higher ATM withdrawal limits and waived fees, and longer-term considerations, such as how cash management fits into a detailed financial plan§.
Credit Cards
Citi offers a wide array of credit card options. Choose the features that matter most to you, including travel benefits, rewards points, and more.
Benefits & Privileges
Whether you’re seeking adventure or want a quiet moment to step outside of your day-to-day, your Citigold Private Client relationship can take you places.
Earn $500 for every referral
When you refer new-to-Citi friends or family, and they open an eligible Citibank® consumer checking account, you can earn $500 for every qualified referral, up to a maximum of 20 referral bonuses.
What is a Wealth of Opportunity?
The freedom to pursue new options and possibilities, the ability to pivot, and a focus on what is most meaningful.
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Stories inspired by Citigold Private Clients
Our parents worked hard to achieve their success and provide us with a comfortable lifestyle that they themselves did not have ... comfortable lifestyle that they themselves did not have growing up. To pay it forward, we are setting up a scholarship fund at our alma mater, to honor our parents’ legacy while helping others pursue the path to success.
Stories for illustrative purposes only.
Stories for illustrative purposes only. -
Stories inspired by Citigold Private Clients
My wife and I just bought a new home and have our first baby on the way. We know that we are well off financially, but that’s a lot ... way. We know that we are well off financially, but that’s a lot of change at once, and we want to ensure we’ve protected our estate. It has been great knowing that we can cover our home buying, banking, financial planning, and estate planning needs through Citigold Private Client, with the ongoing support of our team.
Stories for illustrative purposes only.
Stories for illustrative purposes only. -
Stories inspired by Citigold Private Clients
I’m retired, and this gives me the opportunity to support a lot of causes I care about. I can be at a gala fundraiser one night and ... causes I care about. I can be at a gala fundraiser one night and then volunteer at a community garden the next day. On the financial side, my Wealth Advisor helped me develop a charitable giving plan that creates tax efficiencies for my portfolio while benefiting organizations that are important to me.
Stories for illustrative purposes only.
Stories for illustrative purposes only. -
Stories inspired by Citigold Private Clients
With my first child, I wasn’t sure how the cost of college would impact my own retirement. Then I met my Wealth Team, and ... own retirement. Then I met my Wealth Team, and they pointed out trusts and other strategies they could put in place to help with my overall financial picture. By the time my youngest went to college, I told her she could go wherever she wanted — we had it covered.
Stories for illustrative purposes only. -
Stories inspired by Citigold Private Clients
My family is always so busy with the kids’ school and activities, our jobs, and daily life. We decided to take a spur of the moment trip ... and daily life. We decided to take a spur of the moment trip to Europe to spend some family time together. I really appreciated the financial freedom to be spontaneous. On top of that, I was also able to leverage many of Citi’s travel benefits to make the trip even more memorable.
Stories for illustrative purposes only.
Stories for illustrative purposes only.
A Wealth of Knowledge at Your Fingertips
Citigold Private Client customers have access to perspectives backed by extensive market knowledge and intellectual capital. Citi’s top strategists provide timely insights on the economy and the markets through monthly Market Snapshots and client communications, webcasts, and events.