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.
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 Wealth Relationship Manager to provide you with fully integrated guidance across investing, banking, lending, estate planning, and more.
Your Wealth Relationship Manager provides guidance on all of your banking needs, and works closely with your Wealth Advisor. Your Wealth Relationship Manager offers personalized service and can help you make the most of your Citigold Private Client experience.
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.
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.
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.
A dedicated lending specialist provides personal service and can help facilitate your homeownership and lending goals, from first mortgages to second homes to HELOCs.
For clients with entrepreneurial ventures or businesses, a Citibank Business Banker can help you navigate the benefits and services available to you.
Your local Citibank branch manager can get to know you and offer additional in-person service and support.
You have access to a Citigold Private Client service center around the clock. You can also speak to licensed Wealth Relationship Managers via phone for help with more advanced needs. They are another channel for you to access a higher level of service.
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.
Sign On to schedule an appointment with your Wealth Team.
If you would like to start another Citigold Private Client relationship
call the
Citigold Private Client
Services Center:
1-888-500-5008
| TTY:
We accept 711 or other Relay Service.