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.

If you are an entrepreneur, business founder or other wealth owner with net worth upward of US$10 million, we would be delighted to hear from you.

Get in touch

A private bank can help empower entrepreneurs in both your personal and business wealth. Having dedicated private wealth management service can enable you to devote yourself to your passions while seeking to preserve and grow your achievements. 

Contact us

To help put you in touch with the right Private Bank team, please answer the following questions.

Are you an existing Private Bank client?

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 Private Bank for the purpose of contacting me to send me marketing information about Citi Private Bank'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

Online privacy notice

I am looking for services to support...

My net worth is (USD)...

The AUM (USD) of my single family office is...

Thank you for your interest in Citi Private Bank.

Our family office services are only available to single family offices with over $100 million in AUM. 

Thank you for your interest in Citi Private Bank.

Our services have a minimum investment level of $5 million.

Based on the information provided, we believe that a Citigold relationship may be most appropriate for your needs.

To find out more: Visit Citigold

Thank you for your interest in Citi Private Bank.

Our services are only available to individuals & family offices.

Based on the information provided, we believe that a Citi Commercial Bank may be most appropriate for your needs.

To find out more: Visit Citi Commercial Bank

Job title & Company

Job title & Company

Location

Please select one of the above options

Please enter your contact details

How can we help you?

I consent to the use of my personal information (name, telephone number and email address) by Citi Private Bank for the purpose of contacting me to send me marketing information about Citi Private Bank'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

Online privacy notice

How can we help you?

I consent to the use of my personal information (name, telephone number and email address) by Citi Private Bank for the purpose of contacting me to send me marketing information about Citi Private Bank'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

Online privacy notice

Thank you for your interest in Citi Private Bank. A member of our team will be in touch with you shortly.

Thank you for contacting Citi Private Bank. Your enquiry has been forwarded to your relationship team who will be in touch as soon as possible.

        

† The methodology for each award/rating has been reviewed, but not verified, by Citigroup Inc. (Citi) or its affiliates. Please contact the provider of the relevant award/rating for information regarding eligibility of the underlying criteria and factors utilized in compiling the data. The receipt of an award/rating with respect to a product or service may not be representative of the actual experience of any client and is not a guarantee of future performance success. Citi or its affiliates paid compensation to obtain or use the award/rating. These awards consider information provided by Citi (and other applicants), and do not solicit input or responses from actual clients.

Citi Private Bank is dedicated to helping dynamic individuals and their families preserve and grow their wealth. Our clients include some of the world’s leading entrepreneurs, executives, investors and their family offices. We provide customized private banking that crosses borders, including some sophisticated services usually reserved for major global institutions.

INVESTMENT PRODUCTS: NOT FDIC INSURED · NOT CDIC INSURED · NOT GOVERNMENT INSURED · NO BANK GUARANTEE · MAY LOSE VALUE.

Citi Private Bank is a business of Citigroup Inc. ("Citigroup"), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates of Citigroup. Not all products and services are provided by all affiliates or are available at all locations. In the U.S., investment products and services are provided by Citigroup Global Markets Inc. "CGMI"), member FINRA and SIPC, and Citi Private Alternatives, LLC ("CPA"), member of FINRA and SIPC and Citi Global Alternatives, LLC (“CGA”). CGMI accounts are carried by Pershing LLC, member FINRA, NYSE, SIPC. CGMI, CPA, CGA and Citibank, N.A. are affiliated companies under the common control of Citigroup.

Outside the U.S., investment products and services are provided by other Citigroup affiliates. Investment Management services (including portfolio management) are available through CGMI, CGA, Citibank, N.A. and other affiliated advisory businesses. Neither Citigroup nor any of its affiliates provides tax or legal advice.

Notice at Collection | Do Not Sell or Share My Personal Information | Tax Compliance & Regulatory Info | CGMI Financial statement | PSD2 API | MAS Electronic Payments Guidelines | Accessibility | Important disclosure | Terms & Conditions | The Sustainable Finance Disclosure Regulation | APAC Banking Service Charges and Call Deposit Rate | Citibank, N.A. Hong Kong / Singapore Branch Environmental Risk Management Disclosure for Discretionary Asset Management

To learn about CGMI and Citi Private Alternatives and Citi Global Alternatives investment business, as well as our relationship with you, please review our Form Client Relationship Summary.

© 2016 - 2024 Citigroup Inc.