Family office advisory
We advise single family offices of every size and structure throughout the world.
Whether you have or run a family office – or are thinking of establishing one – our Family Office Group’s dedicated family office advisory specialists can guide you at every step.
We advise over 1,800 family offices worldwide, of all sizes and structures.1 Our experience with early stage and well-established family offices enables us to help clients address a range of family and family office matters, including:
set up, development, and best practices of family offices, including functions, staffing, compensation and retention
professionalization of established family offices
family governance, unity and continuity
preparing the next generation and planning leadership successions
privacy, cybersecurity and technology
investment and risk management
In addition to family office creation and operation, our advisory expertise also covers wealth planning and structuring, philanthropy, and art.
How we serve you
Access to Citi’s best thinking
We help family offices access insights and perspectives from across Citi.
Annual flagship family office survey report
Topical whitepapers and articles
Access to Citi’s research and expertise
Education and experiences
To help family office executives and family members stay informed and connected, we maintain an active calendar of content-rich experiences worldwide.
Industry-leading annual global Family Office Leadership Program
Regional Family Office Executive Forums
Recurring insight calls and webinars on key topics
Roundtables and small peer group gatherings
Advice and guidance
With an understanding of your needs and goals, we can provide personalized advice and opportunities for peer exchange.
One-on-one discussions with advisory specialists
Intimate discussions with peers or family members
2024 Survey Report
How are some of the world’s most sophisticated family offices thinking and acting?
Our annual survey of family office clients from around the world seeks to capture their investment sentiment, portfolio positioning, family governance and best practices. Consisting of 50 questions, we believe it to be the most global and comprehensive survey of its kind.
Resources
View more insights by exploring select white papers.
Asset location & global mobility
A global presence can bring opportunities and challenges. We explore considerations for families that live and do business worldwide.
Best practices for family leadership succession
Leadership succession is challenging, requiring careful preparation. We share best practices for navigating leadership transitions.
When hope is not a strategy: preparing children for significant wealth
We share a framework of leading practices to prepare the next generation to become responsible stewards of family wealth and legacy.
Meet our people
Hannes Hofmann
Meet our wealth expert
Hannes Hofmann leads our Family Office Group globally, bringing the vast network and resources of Citi together with our private banking services.
Hannes has an extensive global institutional wealth background. He joined Citi from J.P. Morgan where he spent over 20 years in numerous roles globally. Most recently, Hannes was the Head of Multifamily Office and Intermediaries for the Asia Pacific, Europe, Middle East & Africa, and Latin America regions. Previously, Hannes was Head of the Global Investment Opportunities Group in Asia, where he led teams in Singapore and Hong Kong that provided investment advice to sophisticated, trading-oriented clients in J.P. Morgan Private Bank Asia. He was also the Head of Investments in the U.S. Southeast region at J.P. Morgan.
Hannes holds an MBA from Stanford University, a Master’s degree from CEMS/London School of Economics, a Master's degree from the Vienna University of Business and Economics, as well as the Chartered Financial Analyst (CFA) designation. He is a former board member of the Wolfsonian Institute in Miami.
Alexandre Monnier
Meet our wealth expert
Alexandre has responsibility for serving for family office clients, guiding them with advice, education, events and networking opportunities.
Previously, Alexandre was Head of Wealth Sustainability and President of the Institute for Family Success at Hawthorn, the Multi-Family Office of PNC, providing integrated wealth management services to ultra-high net worth family offices. Prior to that, he was President of Family Office Exchange (FOX), a private network for wealth owning families. In that role, he helped family offices in different countries with the unique challenges inherent to wealth ownership, including family vision, governance, next-generation education, leadership succession, risk management, wealth management and family office practices.
Alexandre is a graduate of ESCP Europe/European School of Management. He has also been a member of Young Presidents’ Organization (YPO) since 2005.
Adam von Poblitz
Meet our wealth expert
Adam is responsible for coordination of the Family Office Group’s advisory services, including wealth and financial planning, and philanthropic, aircraft and art advisory.
With over two decades of industry experience, he is instrumental in supporting ultra-high net worth clients’ cross-border tax and structuring needs. Prior to joining Citi Private Bank in 2007, Adam practiced as a trusts and estates attorney with the New York law firm Schulte, Roth & Zabel.
Adam received his bachelor’s degree at Georgetown University, masters at Oxford University and studied art history at Christie’s auction house in London, prior to obtaining his Juris Doctorate at Northwestern University. He holds an LLM in taxation law from New York University and is a diplomate of the Royal Society of Arts.
Contact us
