Workplace financial planning for professionals

Let us lighten the load of managing your wealth with a custom financial plan. Partner with a Citi Global Wealth at Work specialist to assess your current finances, develop a strategy that seeks to reach your financial goals, and measure ongoing financial performance. Financial planning doesn’t have to be a challenge; your dedicated financial planner will be there to answer questions and streamline the process. 

Citi Global Wealth at Work’s workplace financial planning services are available to busy professionals whose time is valuable. We provide a guiding hand toward your financial wellness, with a customized plan that works for you.

Our specialists are there to examine your current financial situation and help you understand it better. Together, we will set realistic goals for milestones like saving for your children’s education, as well as for your future retirement. What’s more, your financial planner will act as a conduit to the financial resources you need to help fund your goals as and when they occur.  

While we make provisions to help mitigate unexpected circumstances like disability or premature death, we advise you to monitor your progress, review your funding strategies, and consider the alternatives on an ongoing basis.  

Our team specializes in financial planning for professionals and will work diligently to understand your circumstances, identify your challenges, offer ideas to remedy shortfalls, and provide guidance that seeks to meet your key objectives. 

How we serve you

Detailed

Workplace financial planning involves a detail-orientated approach to wealth management.

From net flow work statements and cash flow statements to budgets to asset allocation and estate planning, all the elements of your finances are covered. 

Listing your existing assets and liabilities will help us gauge your current financial situation. Once we get the lay of the land, we will estimate your potential income after retirement, all while planning for any unexpected events that may occur.  

Customized

We know that when it comes to workplace financial planning everyone’s circumstances are unique.

That’s why we monitor your financial situation and work with you to implement a viable plan in that is designed to help you transition into retirement, while maintaining your current lifestyle.  

Your financial planner will customize your plan based on your specific needs, whether that’s saving for your children’s college fund, putting money away for a vacation home, or building a nest egg to cover eldercare costs. Whatever your goals are, we will work with you to accommodate.  

Measured 

Our dedicated team of financial planning specialists have many years of experience in planning for eventual wealth distributions.

Their measured approach means your customized plan will be balanced,  seeks to account for potential returns and risks, and will help you manage, grow, and preserve your wealth more effectively.

We believe the approach  to financial planning for professionals is to act with purpose and avoid taking unnecessary risks. Whether it’s diversifying your investment portfolio, structuring your wealth in a tax-efficient manner, or overhauling your estate plan to suit the needs of your beneficiaries, you’re in  good hands. 

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

Online privacy notice

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

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

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

Citi Global Wealth at Work is a business of Citigroup Inc. (“Citigroup”), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates of Citigroup. Not all products and services are provided by all affiliates or are available at all locations. In the U.S., investment products and services are provided by Citigroup Global Markets Inc. ("CGMI"), member FINRA and SIPC, and also Citi Private Alternatives, LLC (“CPA”), member FINRA and SIPC. CPA acts as a distributor of certain alternative investment products to certain eligible client segments. CGMI accounts are carried by Pershing LLC, member FINRA, NYSE, SIPC. Investment management services (including portfolio management) are available through CGMI, Citi Global Alternatives, LLC (“CGA”) and Citibank, N.A.

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