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