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Comprehensive planning from a team of professionals
The Global Private Client Group has combined experience advising international business owners and global expats. We specialize in wealth preservation for families who may have more complex investment, banking, lending and estate planning needs. We are highly experienced in the global markets, and understand the political, investment, and currency risks that our clients face in their local markets as well as in the U.S. We work closely with tax, legal, and other financial service professionals in order to create fully integrated plans to protect our clients' interests worldwide.
...aim to simplify our clients' financial decisions and protect them from incurring unnecessary expense.
Your team of experienced professionals can provide you with superior advice, best-in-class investment strategies, and access to a full range of retail and commercial banking services—all of which are backed by the strength of Citigroup.
Here are ways Citi supports your team's commitment to your financial success:
Proven Commitment to Excellence.
The average tenure of Citi's Financial Advisors is nine years, and 35% of them have been with the firm for more than 11 years. Many of our Financial Advisors hold top professional credentials, including the CERTIFIED FINANCIAL PLANNERTM (CFP®) or Certified Investment Management AnalystSM (CIMA®) designations.
Unquestionable Financial Strength.
We are one of the best-capitalized banks in the world, providing a solid foundation for your financial success. As a global financial services company, Citigroup has approximately 200 million customer accounts and does business in more than 160 countries. 1
Citi at your service
We can come meet you wherever it's convenient — at your office, home, or another location. Contact us to set up an appointment.
Citi's Network of Specialists.
In addition to the members of their own team, your Financial Advisors have access to a network of specialized Citi professionals. These include experienced trust and estate attorneys, wealth-planning analysts, tax and business-valuation specialists, and investment analysts. And your advisors have access to Capital Markets specialists, who can provide products designed to enhance your portfolio performance and asset allocation.
Award-winning Financial Planning.
Your team has access to industry-leading tools that can help them assess your current financial situation and provide in-depth analysis for a holistic, goal-based financial plan.
Citi Investment Research and Analysis.
Financial Advisors can provide advice and guidance informed by the powerful insight of research analysts across our global organization.
1. 2009 Citigroup Annual Report.
Markets and economic updates, product information, and financial education to help you stay knowledgeable and informed.
- Market Updates
- Planning Guides
Working with your tax specialist, we can help you deal with the tax and investment implications of your windfall.
Want to strengthen your family's financial safety net? Here are just of the some ways we can help.
Now is a good time to take a financial inventory, whether you're decades from retirement or just a few years away. Where do you stand right now?
You have built a thriving business. But are you taking care of your own finances?
You don't have to figure it out alone. This guide presents your choices and shows you how they could affect other aspects of your financial plan.
Your health care expenses are likely to climb sharply as you age. But fortunately, so too does the help
available to you.
To many, estate planning means getting a will and dodging estate taxes. But the reality is, what will happen to many of your assets doesn't hinge on what your will says.
This could be one of the smartest ways to protect your family's finances and preserve your estate.
Find a professional who can help address your specific financial needs. Search by name or office location.