Private banking for entrepreneurs & business owners
We proudly serve many of the world’s leading entrepreneurs.
As an entrepreneur, you and your businesses play a vital role in driving growth and progress worldwide. We understand that as you seek to grow your wealth and preserve your life’s achievements, you also face unique challenges.
Just as the businesses you create often reshape industries, they also have a transformative effect on your personal wealth.
Whatever the stage of your enterprise, we know that its needs are intimately linked to your personal investment strategy, liquidity requirements and your other financial objectives. We then provide tailored advice and customized services, drawing from our global network:
Wealth planning and structuring that seeks to manage the risk of business holdings and other assets
Investment portfolios that seek growth and business risk mitigation
Services for cash flow needs and business efficiencies
Strategic borrowing strategies
Access to Citi’s institutional resources for eligible businesses
Serving your family office
Connecting you to your peers from around the world
If you operate internationally, this calls for cross-border private banking that adapts alongside your constantly evolving circumstances and those of your company.
Dynamic networks
Connecting you to ideas and your peers
We enable you to build your network by introducing you to your peers, who include many entrepreneurs and direct investors in growth companies.
Our many events programs bring together like-minded individuals from across the world, fostering connections with new people to spark ideas and potential opportunities for business growth, new ventures and financing.
Among the communities we host are Citi Latitude for ambitious millennial and next generation individuals, and Women in Wealth for female business founders, corporate executives, investors and inheritors
Private banking services for entrepreneurs
We believe it is vital that entrepreneurs & business owners build a core investment portfolio that follows a disciplined long-term plan.
Entrepreneurs’ challenges & opportunities
Whether retaining your business, planning an exit, or have already sold, you likely face complex challenges as well as opportunities.
Having significant capital committed to a single enterprise may leave you highly exposed to idiosyncratic risks and potential liquidity issues. Likewise, if you have had a liquidity event or one is approaching, a change of mindset may be considered to invest your new wealth.
The Global Investment Lab is our dedicated, institutional-caliber analytical team that focuses on customized portfolio construction, risk management and investment strategy. The team works with entrepreneurs globally, helping them to understand their risk exposures and potential strategies to address them.
