Welcome
Citigroup Family Office is a select group of financial professionals, a group that believes you-as one of our most important clients-are entitled to a different kind of working relationship with the firm. In fact, a different kind of relationship than you have probably encountered at any financial firm.
As a result, we created Citigroup Family Office, where the scope and influence of Citigroup, one of the world''s strongest financial institutions, are brought to clients through the intensely personal experience of a small financial boutique. A firm within a firm.
For Citigroup Family Office members, our most valued clients, this combination of personal attention and financial possibilities creates unexpected-and welcome-opportunities. For our clients whose financial lives require the broadest possible scope, we are uncompromisingly committed to helping you have an experience that is easier and more rewarding.
BULLETIN BOARD
- Estate planning can help reduce taxes and maximize the amount you can pass on to your heirs. If you would like to learn more, speak with us.
- Do you want to support a particular passion, transfer a family business, or help your children learn about investing & social responsibility? Whatever matters most to you, together, we can meet with one of our Wealth Planning Center experts to help.
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup, Inc., its affiliates, and its employees are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Tax-related statements, if any, may have been written in connection with the "promotion or marketing" of the transaction(s) or matters(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Citi Family Office is a business of Citigroup Inc., and it provides clients with access to a broad array of bank and non-bank products and services through various subsidiaries of Citigroup, Inc.
Citi Family Office is not registered as a broker-dealer or as an investment advisor. Brokerage services and/or investment advice are available to Citi Family Office clients through Citigroup Global Markets Inc., member SIPC. All references to Citi Family Office Financial Professionals refer to employees of Citibank, N.A. or Citigroup Global Markets Inc. Some of these employees are registered representatives of Smith Barney, a division of Citigroup Global Markets Inc., that have qualified to service Citi Family Office clients.
Citigroup Global Markets Inc. and Citibank, N.A. are affiliated companies under the common control of Citigroup Inc.