Welcome
Citi 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 Citi Family Office, where the scope and influence of Citi, 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 Citi 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
- See Special Reports for the January On the Markets featuring "More Stimulus, Please" in which Jeff Applegate, our chief investment officer, and Charles Reinhard, senior investment strategist, explain why fighting the financial crisis and deepening recession demand more monetary and fiscal stimulus.
- To learn more about us, our financial planning process, business and investment philosophy, please click on Our Business.
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. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
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.