Wealth planning for professionals

Effective wealth planning for professionals is about futureproofing your assets in order to provide a lasting legacy. At Citi Global Wealth at Work we pride ourselves on helping families entrust their estates to the next generation. We help you structure your wealth in an efficient way, to ensure a seamless transfer of funds and properties. 

Our clients have worked hard to build wealth over an entire lifetime and seek ways to provide for their families after they’ve gone. While beginning a conversation about wealth planning can sometimes be difficult, it’s necessary for the financial welfare of all parties involved.

You may be starting to think about yourself and your legacy, what you want to gift to your beneficiaries, and any enduring philanthropy you wish to support. We’re here to help you prepare for every eventuality, whether that’s making provisions for financial decision-making in the event you become incapacitated, allocating assets to specific individuals, or establishing a foundation for charitable giving.  

How we serve you

Preserving generational wealth

Putting a well-crafted wealth plan in place is key to preserving your lasting legacy.

We will work with you to help ensure your fundamental assets like real property are titled properly in order to minimize transfer taxes, making it easier and more cost-effective for your beneficiaries.

Our specialist team understands that planning in advance can give you some financial confidence. That’s why we recommend clarifying your intentions sooner rather than later, ensuring there are no surprises or conflicts of interest among family members or business partners. 

Mitigate risks

Taking action to mitigate risks can help preserve your wealth and its longevity.

A proactive approach can help anticipate future risks, taking into account hypothetical scenarios such as protection from creditors or divorce, as well as planning for any potential legal challenges to assets.

We can help you plan in mitigating risk, such as creating a contingency plan in the event of disability or incapacity or making provisions for beneficiaries who may be unable to manage wealth.

We can help you effectively plan your wealth transfer, administer its terms and conditions, and consolidate all the necessary financial documentation to help you realize your wishes.  

Customized approach

Wealth planning is about ensuring your wealth is distributed for the intended purpose.

There are several avenues of transferring your wealth and we will help you decide which is right for you.

Your dedicated team will listen to your needs to understand your circumstances and provide guidance as you create a dynamic wealth plan with your independent tax and legal advisors.

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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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.

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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