Wealth planning for a wealth of experience.
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

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.

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.

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.

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.
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.
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.