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Wealth planning for a wealth of experience.

Protect what you care about, work toward your dreams, and navigate turns along the way.

Financial Planning

A collaborative approach to designing strategies for your short-and-long term goals, including education planning, retirement planning, family and income protection, and legacy planning.

Wealth Planning

The comprehensive process of addressing financial and non-financial aspirations through the stages of wealth accumulation, preservation, and wealth transfer using a multi-disciplined planning approach.

Advanced Wealth Planning

Strategies and products that help you protect assets, transfer wealth, and consider family values and legacy goals. This may include planning for business succession, charitable goals, special needs, and family and asset protection.

Experience Customized Planning with Your Wealth Team

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Retirement Strategies

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.

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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.

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Charitable Planning

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.

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Business Planning

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.

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Your Plan in Action

Citi's world-class capabilities.

To implement a financial plan, your Wealth Team utilizes Citi’s world-class, global investment platform and insurance, lending, and estate planning strategies.

Learn More on Your Plan in Action
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Your Team

The value of guidance.

Your Wealth Team will take the time to understand your individual needs and goals, then work with you to develop a plan to meet them, leveraging the robust capabilities of Citi.

Learn More on your team

Questions Your Wealth Team Can Help You Answer

  • “How do I gift property to my family while I’m alive but still retain the income stream during my lifetime?”
  • “What is the most tax-efficient way to title my assets?”
  • “What strategies are available to avoid or minimize capital gain taxes on my highly appreciated business or real estate?”
  • “What are the differences between a Private Family Foundation and a Donor Advised Fund?”
INVESTMENT AND INSURANCE PRODUCTS: NOT INSURED BY THE FDIC • NOT INSURED BY THE FEDERAL GOVERNMENT OR ANY OTHER FEDERAL GOVERNMENT AGENCY, BY THE BANK, OR BY ANY AFFILIATE OF THE BANK • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE OF THE BANK • SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED

Ready to Get Started? Citi is here to help you meet your financial goals.

Call: 1-888-500-5008   |   TTY: We accept 711 or other Relay Service.

Or Contact Us today to learn more about Citigold Private Client and a Wealth Relationship Manager will call you back shortly.

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If you would like to start another Citigold Private Client relationship call the
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1-888-500-5008 | TTY: We accept 711 or other Relay Service.

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Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

As a Citigold Private Client, you can receive banking and lending services, including The Citigold Account Package, from Citibank, N.A. (“Citibank”), Member FDIC and Equal Housing Lender NMLS# 412915, along with financial planning and investment products as a client of Citi Personal Wealth Management, a business of Citigroup Inc., that offers investment guidance, products, and services through Citigroup Global Markets Inc. (”CGMI”), member SIPC. Citigroup Life Agency LLC (“CLA”) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Wealth Relationship Managers are employees of Citibank and are employees and registered representatives of CGMI. Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

For insurance and investments, Wealth Relationship Managers offer only term and single premium life insurance and fixed annuities. If a potential need is identified for, or you express an interest in, other insurance or investment products, you will be referred to a financial professional who offers those products. The purchase of fixed insurance and annuity products will require for administrative purposes the opening of a limited purpose investment account, that will not accommodate securities transactions.

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