Family office advisory
We advise single and multi-family offices of every size and structure throughout the world.
Whether you have or run a family office – or are thinking of establishing one – our Family Office Group’s dedicated family office advisory specialists can guide you at every step.
Our team has direct experience of setting up, structuring and running institutional-sized private investment companies and family offices for wealthy families. We advise over 1,400 family offices worldwide, of all sizes and structures1.
In addition to advice, we provide advanced analytics and peer-networking to family principals, family members and professional executives.
Among our specialities are creating cross-border strategies for clients with family members, businesses and foundations in many parts of the world.
As part of our family office investment management and other services, we can also offer dedicated relationship teams globally to families and family offices with business, investment and personal interests.
The family offices we serve often represent unique practices, cultures or needs. We draw upon Citi’s global resources across many disciplines to craft solutions that address their unique requirements.
We begin by listening to your challenges in order to deliver family office investment strategies that work for you.
These strategies are sometimes simple, sometimes complex and occasionally firsts for our industry.
We harness the institutional strength of Citi’s insight, product origination, risk management, trading, and investment platforms.
We focus on delivering products and services from across Citi’s Institutional Client Group.
These include curated direct private investments, trading and execution services, hedging and financing, asset acquisitions and disposals.Learn more
These events convene private investment companies, family offices and private holding company principals and professional executives.
To deliver many of these events, we partner with leading institutions such as Cambridge University, MIT, and Singularity University.
Our flagship Family Office Leadership Program has been described by attendees as “the Davos for family offices.”
As well as exchanging ideas, participants often build lasting ties with peers from across the world.Learn more
Among the resources to which we provide access are:
Citi Velocity, our organization’s award-winning institutional research and analytics platform
Industry expertise from Investment Banking sector groups
Cutting-edge thematic research
Quarterly Family Office Insights newsletter
Unique content for family office and ultra high net worth clients via white papers
Preparing young people for the responsibilities of wealth is a continuing process, beginning at a young age. Effective and candid communication is essential.Learn more about discussing wealth with your children
Effective reward and retention strategies combine good process and pragmatic compensation structures that make sense for both families and executives.Learn more about incentivizing family office executives
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