Citi Private Bank

Citi Private Bank, a division of Citigroup Inc, provides a broad array of private banking, wealth management and advisory services to wealthy individuals, professional investors, family offices, private investment companies, lawyers and law firms as well as professional services firms. The bank's products are tailored to meet the unique needs of its clients, who typically have at least $25 million in investable assets.

Investment Management and Advice:
Citi Private Bank offers a broad suite of investment management services and customized investment portfolios. These portfolios are designed to meet the specific needs and risk tolerances of each client and are managed by a team of investment professionals. The bank provides access to research and analysis of global markets and guidance on all aspects of wealth management.

Wealth Planning:
The Bank provides its clients with comprehensive wealth planning services including tax-efficient investment strategies, estate planning and trust and fiduciary services. The bank's team of wealth planners works closely with customers to help them navigate the complexities of tax and legal issues, and to develop a wealth plan that aligns with their long-term financial goals.

Credit and Lending:
Citi Private Bank offers tailored financing solutions including lending against securities and other assets. The bank's lending platform provides flexible financing options such as margin lending, letters of credit and cash-secured lending. The bank offers access to a wide array of structured financing solutions including syndicated loans, mezzanine financing and acquisition financing.

Trusts and Philanthropy Services:
Citi Private Bank offers a range of fiduciary and administrative services including charitable giving and philanthropic strategies. The bank's trust and philanthropy team works closely with clients to help them identify their philanthropic goals and develop a giving strategy that aligns with their values and priorities.

It also offers home and commercial real estate financing, art advisory service, sports and aircraft financing, law firm advisory services, treasury management, escrow & agency services and more. In summary, Citi Private Bank provides a high level of personal attention and customized solutions to its clients, drawing on the resources of the wider Citi Group and its global network of over 50 locations across 20 countries. Today, Citi Private Bank’s client assets exceed $500 billion.

Head office address:
Citigroup Center
153 East 53rd Street
16/F, Zone 19
New York, NY 10022
United States
Website: privatebank.citibank.com

Phone number
Citigold Private Client service center: 1-888-500-5008