your dreams, and navigate turns along the way.
More complex financial needs require a deeper level of planning. Backed by the in-depth global resources of Citi, your Wealth Team can help you plan through the stages of wealth accumulation, wealth preservation and wealth transfer. You will also have access to a broader scope of solutions, world-class investment capabilities and alternative investment offerings to help you achieve your vision of the future.
Live the lifestyle you envision.
Retirement means something different to everyone. Your Wealth Team will consider your sources of income, investment vehicles, and tax implications to help you live the lifestyle you envision.
Trust & Estate Planning
Protect what's important.
Estate planning can protect your assets, your way of life, and your family. Your Wealth Team can provide guidance on building, preserving, utilizing, and transferring wealth, through asset protection, use of trusts, tax-efficient structures, and advanced planning strategies.
Support causes you care about.
Charitable planning is deeply meaningful — and it can also be part of a comprehensive investment strategy. Your Wealth Team can help evaluate strategies, including the types of assets to potentially gift, the timing of such gifts, and the benefits to both you and the charity.
Keep a strong business foundation.
Citigold Private Client can help with both your personal and practical business planning needs — by keeping your business in the family, transferring it successfully, minimizing capital gains tax impact, and more.