Citi Private Capital Group

Citi Private Bank sits within one of the oldest and largest banking institutions in the world, with roots in private wealth and trust services dating to 1820. For family offices evaluating a banking partner, that institutional depth translates into access to products and services typically reserved for large global institutions, including foreign exchange, lending, custody, and investment management. The bank operates from 52 offices globally and maintains a dedicated Family Office Group, with a published annual Global Family Office Report now in its seventh edition.

The family office offering is explicitly tiered: the bank's dedicated services apply only to single family offices with AUM above $100 million, and individual private banking clients require a minimum of $5 million in investable assets. Clients gain direct connectivity to Citi's Institutional Clients Group, which can matter when a family office needs execution or structuring resources that go beyond what a standalone private bank can provide.

Key service areas available to family office clients include:

• Investment management and portfolio allocation across public and private markets
• Trust, estate planning, and wealth transfer structuring
• Strategic borrowing and lending facilities
• Art advisory and finance
• Proprietary investment research and macro strategy publications
• Client events and peer networking through the Private Bank community

The primary trade-off is scale versus specialisation. Citi Private Bank offers genuine global reach and institutional-grade access, but family offices seeking a boutique relationship model or a technology-forward reporting platform will not find that here. Pricing is not publicly disclosed. Offices in the United States, United Kingdom, Singapore, Hong Kong, and other major financial centres mean the bank is well positioned for families with multi-jurisdictional assets, but smaller or domestically focused offices may find the relationship structure broader than necessary.

• Investment management and portfolio allocation
• Trust and estate planning
• Strategic lending and credit facilities
• Cross-border wealth structuring and custody
• Art advisory and finance
• Family office advisory and reporting

• Dedicated Family Office Group with annual Global Family Office Report
• Access to Citi Institutional Clients Group products and services
• Investment management including discretionary portfolio management
• Trust and estate planning services
• Art advisory and finance
• Foreign exchange business
• Proprietary investment research and strategy publications
• Client events and networking community
• Cross-border private banking across 52 global offices
• Strategic borrowing and lending facilities

Built for Single Family Office (SFO), Private Wealth Owners / Principals.

Dedicated relationship banker model; contact form on website; regional office teams globally.