Family office advisory

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 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 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.

Richard Weintraub leads the North America and Latin America family office teams to address client needs including regional family offices, private investment companies and family businesses.  

Prior to joining Citi, Richard was a senior member of UBS's Global Family & Institutional Wealth team. From 2020 to 2023 he was a co-head of a $200 million cross-asset execution and sales team. Prior to joining UBS, he ran new business for a cross asset sales & trading entity at Goldman, Sachs & Co. as a founding member of the group. Richard originally joined Goldman Sachs as a Private Wealth Advisor. Before Goldman Sachs, he worked at a family gemstone business after working for Sotheby's, S.A. (Paris) in impressionist & contemporary art research.

Richard received a bachelor's in art history from the University of Vermont.

Alessandro is responsible for coverage of pools of family controlled capital across EMEA, servicing a range of client needs across our wider Institutional Clients Group platform. He joined Citi in 2009 and has over 20 years’ experience in equity solutions.

Prior to his current role, Alessandro was the EMEA Co-Head for the Strategic Equity Solutions business at Citi. He also led the coordination effort between Strategic Equity Solutions, and Citi Private Bank across EMEA.

Before joining Citi, Alessandro was part of Morgan Stanley’s Strategic Equity Solutions origination team primarily responsible for Southern Europe. Previously, he worked in strategic equity for BNP Paribas, London. He holds a degree in economics, with a major in quantitative finance, from Bocconi University, Milan.

Bernie leads the Private Bank’s efforts to address the needs of Asia Pacific clients including regional family offices, private investment companies, and family businesses. 

Prior to joining Citi Private Bank, Bernie was Head of Sales at Citi Retail Cross Asset Solutions where he successfully drove the coverage strategy for the group’s intermediaries, and broad retail channels across Asia, including Japan and India. He was also previously Head of Pan-Asian Equity Derivatives and Convertible Bond Sales.

Prior to joining Citi in 2002, Bernie was an equity derivatives salesperson covering US hedge funds at Morgan Stanley in Hong Kong. He is a CFA charterholder and a bachelor’s in economics from the Wharton School of the University of Pennsylvania.