Family offices, private investment companies & enterprises

We combine Citi’s institutional resources with those of the Private Bank to provide a high level of service and strategies.

Many affluent families own a combination of concentrated public company positions, private investment companies, family foundations and family offices.

Increasingly, their family and business interests span multiple geographies, with associated tax, legal and regulatory complexities.

At the same time, investment trends, operational best practices and family needs are evolving rapidly.

Citi Private Bank's Family Office Group was created to provide such families with services previously reserved for the world’s largest institutions.

We are a multi-disciplinary team with deep experience in capital markets, investment banking, portfolio investments, wealth structuring, and family offices design and management.

We combine Private Bank resources with those of Citi’s Institutional Clients to address key client needs:

  • Direct private investments: Institutionally-backed private opportunities

  • Trading & execution services: Direct bilateral access to Citi’s Markets & Securities Services for certain clients’ trading teams

  • Hedging & financing: Liquidity and hedging for illiquid or concentrated assets

  • Acquisition & disposal: Strategies for large, concentrated or illiquid public and private assets

  • Portfolio analytics: Institutional-level analytics, actionable strategies and best practices for family offices.

The Family Office Group also offers advisory services  based on our direct experience of setting up, structuring and running institutional-sized private investment companies and family offices.

Ida Liu
Global Head of Citi Private Bank
Meet our wealth expert

Ida leads Citi’s private banking activities globally, overseeing the delivery of wealth management strategies to ultra-high net worth families and their businesses. She is also a member of the Global Wealth Management Leadership Team.

Previously, Ida led the Private Bank in North America. She joined the Private Bank in 2007, launching and heading the Fashion, Retail and Entertainment Group.

Prior to Citi, Ida was at Vivienne Tam, a women’s wear design house, where she was Global Head of Sales, Marketing, Public Relations and Business Development. Before that, Ida spent seven years in investment banking with Merrill Lynch’s mergers & acquisitions and technology, media and telecommunications investment banking groups in New York and Hong Kong. She started her career in mergers and acquisitions at BT Wolfensohn, now Deutsche Bank.

Ida has received many industry accolades including 2021 Barron’s 10 Most Influential Women in Wealth Management, 2021 Barron’s 100 Most Influential Women in U.S. Finance, 2021 Crain’s Notable Women on Wall Street and 2021 American Banker’s 25 Most Powerful Women in Finance. Additionally, Ida is a Young Global Leader (YGL) of the World Economic Forum and a member of The Committee of 100 (C100) and Young Presidents’ Organization (YPO). 

Ida is a member of the Citi Women Steering Committee and serves as co-lead of Citi's Asian Heritage Affinity.

Ida holds a bachelor’s from Wellesley College and an MBA from the Wharton School, University of Pennsylvania.

Become a client

Comprehensive services for your wealth

We customize the Private Bank’s comprehensive offering including investments, lending, banking and custody for each family office.

Insights

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

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Insights

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

View all insights
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