Enjoy what's ahead, with a Wealth Team behind you.

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.

Your Wealth Team

During this time of social distancing, your Wealth Team is available for professional guidance by phone.

Wealth Advisor

Your Citi Personal Wealth Management Wealth Advisor is the cornerstone of your Wealth Team and manages your financial planning and investing. Your Wealth Advisor collaborates with individual wealth specialists and your Relationship Manager to provide you with fully integrated guidance across investing, banking, lending, estate planning, and more.

Relationship Manager

Your Relationship Manager (RM) provides guidance on all of your banking needs, and works closely with your Wealth Advisor. Your RM offers personalized service and can help you make the most of your Citigold Private Client experience.

Big Picture Perspective and In-Depth Focus

Your Wealth Team views your goals in the context of your entire financial situation, by providing integrated guidance across all of your needs and bringing in specialists for added proficiency and support.

Wealth Specialists

Your Wealth Team can bring in professionals with in-depth experience and knowledge of advanced planning strategies unique to the comprehensive needs that come with higher levels of wealth.

Estate & Insurance Specialists

To complement your Wealth Team in areas such as trusts, protection vehicles, and tax implications, these specialists help develop multi-faceted approaches to wealth transfer, family protection, and legacy planning.

Home Lending Officer

A dedicated lending specialist provides personal service and can help facilitate your homeownership and lending goals, from first mortgages to second homes to HELOCs.

Small Business Banker

For clients with entrepreneurial ventures or businesses, a Citibank Business Banker can help you navigate the benefits and services available to you.

Branch Manager

Your local Citibank branch manager can get to know you and offer additional in-person service and support.

Service Professionals

You have access to a Citigold Private Client service center around the clock. You can also speak to licensed Relationship Managers via phone for help with more advanced needs. They are another channel for you to access a higher level of service.

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

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). Citigold Private Client 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.

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