SUMMARY
Developing and managing wealth plans is of critical importance.
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Learn more about In ViewHelpOnline securityPlease be advised that verbal and written communication from Citi may be in English as we may not be able to provide servicing related communications in all languages. These communications may include, but are not limited to, account agreements, statements and disclosures, change in terms or fees; or any servicing of your account. If you need assistance in a language other than English, please contact us as we have language services that may be of assistance to you.
Por favor, tenga en cuenta que las comunicaciones verbales y escritas de Citi podrían redactarse únicamente en inglés, ya que, tal vez, no podamos proporcionar comunicaciones relacionadas con los servicios en todos los idiomas. Estas comunicaciones podrían incluir, entre otras, contratos, divulgaciones y estados de cuenta, cambios en los términos o en los cargos, así como cualquier documento de mantenimiento de su cuenta. Si necesita ayuda en un idioma distinto al inglés, por favor, comuníquese con nosotros, ya que tenemos servicios de idiomas que podrían serle útiles.
Informamos que as comunicações verbais e por escrito do Citi podem estar em inglês, pois talvez não possamos fornecer comunicações relacionadas a serviços em todos os idiomas. Essas comunicações podem incluir, mas não estão limitadas a, acordos de contas, declarações e divulgações, mudanças nos termos ou taxas; ou qualquer serviço de sua conta. Se você precisar de ajuda em um idioma diferente do inglês, entre em contato conosco, pois temos serviços de idiomas que podem ser úteis para você.
请注意,花旗集团可能使用英文进行口头和书面通信,因为我们可能无法以所有语言提供与服务相关的通信。这些通信可能包括但不限于账户协议、账单与披露声明、条款或费用变更,或为您账户提供的任何服务。如果您需要英文以外的其他语言的帮助,请与我们联系,因为我们提供可能对您有帮助的语言服务。
Please be advised that verbal and written communication from Citi may be in English as we may not be able to provide servicing related communications in all languages. These communications may include, but are not limited to, account agreements, statements and disclosures, change in terms or fees; or any servicing of your account. If you need assistance in a language other than English, please contact us as we have language services that may be of assistance to you.
Por favor, tenga en cuenta que las comunicaciones verbales y escritas de Citi podrían redactarse únicamente en inglés, ya que, tal vez, no podamos proporcionar comunicaciones relacionadas con los servicios en todos los idiomas. Estas comunicaciones podrían incluir, entre otras, contratos, divulgaciones y estados de cuenta, cambios en los términos o en los cargos, así como cualquier documento de mantenimiento de su cuenta. Si necesita ayuda en un idioma distinto al inglés, por favor, comuníquese con nosotros, ya que tenemos servicios de idiomas que podrían serle útiles.
Informamos que as comunicações verbais e por escrito do Citi podem estar em inglês, pois talvez não possamos fornecer comunicações relacionadas a serviços em todos os idiomas. Essas comunicações podem incluir, mas não estão limitadas a, acordos de contas, declarações e divulgações, mudanças nos termos ou taxas; ou qualquer serviço de sua conta. Se você precisar de ajuda em um idioma diferente do inglês, entre em contato conosco, pois temos serviços de idiomas que podem ser úteis para você.
请注意,花旗集团可能使用英文进行口头和书面通信,因为我们可能无法以所有语言提供与服务相关的通信。这些通信可能包括但不限于账户协议、账单与披露声明、条款或费用变更,或为您账户提供的任何服务。如果您需要英文以外的其他语言的帮助,请与我们联系,因为我们提供可能对您有帮助的语言服务。
Developing and managing wealth plans is of critical importance.
There’s no time like the present.
This could not be more true in terms of planning for your wealth, your family and your philanthropic intentions. We believe that wealth planning should not wait for a significant life event to transpire for that realization to occur.
Wealth planning is a journey. There are many paths to take and twists and turns along the way, in tandem with multiple considerations that are both personal and financial. Having a guide to navigate this journey with you is vital for you to remain on your intended path for the protection and longevity of your wealth.
In this challenging world, there needs to be an understanding of the complexities that wealth planning often presents due to dynamic, heavily regulated environments, as well as multi-country risks. There have been significant changes to fiscal reporting standards around the world, ranging from the registration of beneficial ownership norms to implementation of economic substance rules.
There are increasingly rigorous due diligence demands in various jurisdictions and a growing tendency to augment taxes for the wealthy. As the world changes, families planning needs change too. Understanding the landscape brings home the reality that wealth planning needs to be a prescient and carefully thought out process, rather than a spontaneous reaction caused by a life event.
Carefully thought out wealth plans, including trusts and private holding structures, need to be stress tested and any weak spots addressed. Plans should reflect the family’s changing needs and aspirations and take into account the current global socioeconomic climate. A holistic approach, including a review of your asset allocation and asset location, and a recognition and assessment of the future needs of the family will ensure that wealth is properly structured, and sustainable, and will bring peace of mind.
At Citi Private Bank, we have the know-how
to help you plan for your wealth, no matter how complex. We are on the ground, living and working in the same regulatory and political environments; and our perspective is as local as it is global. We listen, and bring ideas, strategies and solutions based on an understanding of client aspirations, and the environment. While life can be uncertain, wealth planning does not need to be.
To discuss wealth planning, succession strategies and investment opportunities, please contact us.
The views expressed herein are for informational purposes only and are those of the author. They do not necessarily reflect the views of Citigroup Inc. All opinions are subject to change without notice.
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Our services have a minimum investment level of $5 million.
Based on the information provided, we believe that a Citigold relationship may be most appropriate for your needs.
To find out more: Visit Citigold
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