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 family office creation and operation, our advisory expertise covers wealth planning and structuring, philanthropy, art, and aircraft.

We create customized wealth management strategies for each family office, drawing from the Private Bank’s comprehensive offering of investments, lending, liquidity management, and custody.

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.

Alexandre Monnier
Global Head of Family Office Advisory

How we serve you

Institutional access for family offices
Citi Private Bank's Family Office Group provides families with services that were previously reserved for the world’s largest institutions.

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
Events and networking
To keep family office executives and family members informed and inspired, we maintain an active calendar of content-rich events worldwide.

These events convene private investment companies, family offices and private holding company principals and professional executives.

They include intimate in-person and virtual roundtables, regular client webinars on topical matters and educational programs on key Next Generation and family enterprise issues.

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
Intellectual capital from across Citi
We help family offices access intellectual capital from the Private Bank and across Citi.

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

  • Annual Family Office client survey

  • Unique content for family office and ultra high net worth clients via white papers

Your questions

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

We identify six important characteristics or best practices among those families that have managed to foster strong next generation leaders.

Learn more about successfully passing on leadership roles

There are three factors which define how a family office can be structured.

Learn more about the structure of family offices

Meet our people

Insights

Read some of our insights into the key issues for you and your wealth.

View all insights

Insights

Read some of our insights into the key issues for you and your wealth.

View all insights
Contact us

To help put you in touch with the right advisory or team, please answer the following questions.