Executive Wealth Program

Our Executive Wealth Programs are designed for busy firm leaders looking for a simplified approach to providing a holistic financial wellness solution to their employees.

Why choose an Executive Wealth Program?

 

To sustain high-performing talent, firms like yours are stepping up their efforts to promote overall wellness and well-being. As part of this trend, we see financial wellness rapidly gaining momentum as a priority for leaders.

Your professionals have chosen to work for you because delivering for your firm and clients provides them with rich and rewarding careers.  The demands of operating at the top of their industry leaves limited time to manage the complex array of wealth considerations spanning cash flows, investing, estate planning, and firm benefits.

Providing your business professionals with a wealth management strategy could help alleviate stress, improve productivity, and preparedness for life’s critical milestones.

Our service is designed to be as responsive to their needs as they are to the clients they serve.

Benefits of improving Financial Wellness1

Financial Confidence

74% of employees are seeking financial guidance when dealing with financial decisions, crises, or life events.

Productivity

44% of financially stressed employees are distracted at work versus 9% of non-financially stressed.

Retention

73% of financially stressed employees would be attracted to another employer that cares more about their financial well-being versus 54% of non-financially stressed.

Our Executive Wealth Program

The Executive Wealth Program provides your firm with a trusted partner who can bring to life your vision of improving the financial lives of your people. In our experience, the following firms represent the best fit for our program: 

  • Firms that would like to begin to invest in the financial wellness of their employees and can benefit from our expertise and experience to support and scale this effort.
  • Firms that have already invested in financial wellness, but are looking to improve their offering by supporting more executives in more locations with a more holistic offering.

Citi’s Executive Wealth Program is designed to serve busy firm leaders who are committed to improving the financial wellness of their high-performing professionals.

We operate as an extension of the firm as a trusted partner who helps build and deliver the financial wellness program which includes:

  1. Designing: We work with key stakeholders to design the overall structure, implementation strategies, and governance model to seek desired outcomes.
  2. Launching: We launch an awareness campaign and follow the agreed roadmap for delivering ongoing educational content tailored to firm calendar, executive needs and financial wellness priorities.
  3. Delivering: Our wealth teams work with your business professionals to understand their financial goals to chart a course that addresses their individual investment objectives and risks.
  4. Tracking/ Improving: We meet with you periodically to discuss progress and determine additional needs or required adjustments.

We offer the following services to your valued professionals:

  1. Banking and Lending – Offering a concierge approach to support our clients’ transacting and borrowing needs
  2. Investing - Portfolio analysis and allocation, managing equity compensation, cash flow modeling, security selection and more
  3. Preserving and Legacy - Trust structuring, philanthropy, tax & estate planning and insurance

We deliver our services via:

  1. Trained Wealth Specialists - A broad team of wealth specialists assigned to your region, that have been specifically trained on the firm’s offerings to provide a consistent client experience
  2. Ongoing Educational Content - Ongoing thought leadership and educational opportunities across a range of topics including market and geopolitical outlooks, financial acumen, retirement readiness, and wealth structuring

Executive wealth program questions

A corporate financial wealth management service designed for and to benefit executives and senior leaders.

Executive wealth management is designed for the needs of business professionals with demanding careers. By better understanding their firms and their professional lives, we have created services and financial products that adapt to their needs as their careers evolve.  In addition, we maintain ongoing engagement with the key stakeholders at their firms responsible for the financial wellness. In those discussions, we review successes and potential opportunities to improve the program.

Our program is generally geared to high income professionals who are often more advanced in their careers. For those wishing to implement a more comprehensive program covering the needs of the broader employee population, contact us to explore ways we may be able to further support this need.

Learn more about who we serve

Why choose us?

Tailored wellness program

Citi’s commitment to customize and deliver your financial wellness program reflective of your firm culture and goals that will improve the financial health of your business professionals.

Complexity made simple

We can provide financial education and execute on a full range of complex wealth management goals across multiple jurisdictions, ownership structures and asset classes.

Responsive by Design

Our 50+ year history of delivering solutions for our clients has taught us that a high-touch service model provides the best client experience. We will deliver that for your firm and your employees.

Contact us

To help put you in touch with the right Citi Global Wealth at Work team, please answer the following questions.

Are you an existing Citi Global Wealth at Work client?

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I consent to the use of my personal information (name, telephone number and email address) by Citi Global Wealth at Work for the purpose of contacting me to send me marketing information about Citi Global Wealth at Work's wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone by emailing donotcall@citi.com, or email by visiting the email preference center at any time.

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Are you a professional or represent any of the industries below?

Do you work for an AmLAw 200 law firm or a Magic Circle firm in the UK?

Our wealth management services are available to professionals in specific industries.

If you are looking for services for personal banking, please reach out to Citigold

If you are looking for private banking services with a minimum investment level of $5 million USD, please reach out to Citi Private Bank

Please fill out the form, so we can contact you.

I consent to the use of my personal information (name, telephone number and email address) by Citi Global Wealth at Work for the purpose of contacting me to send me marketing information about Citi Global Wealth at Work's wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone by emailing donotcall@citi.com, or email by visiting the email preference center at any time.

Please consent to the terms and conditions to continue

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Thank you for your interest in Citi Global Wealth at Work. A member of our team will be in touch with you shortly.

1 PwC. “PwC's 2023 Employee Financial Wellness Survey” PwC, Jan. 2023.

Citi Global Wealth at Work serves the world’s most dynamic professionals and their firms by thinking one step ahead to support their financial wellness.

INVESTMENT PRODUCTS: NOT FDIC INSURED · NOT CDIC INSURED · NOT GOVERNMENT INSURED · NO BANK GUARANTEE · MAY LOSE VALUE.

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