Citi Private Bank

About The Fund

Citi Private Bank is a multi family office based in Houston, Texas. As a subsidiary of Citigroup, it prides itself on servicing worldly, wealthy individuals and families for over 200 years, with the inception dating back to its founding in 1812 as City Bank of New York. The firm provides a suite of high-end services that include financial planning, estate planning, tax planning, investment services, trust administration, wealth management, and wealth and lifestyle advisory services. Specifically catering to high net worth and ultra-high net worth clients, professional investors, family offices, private investment companies, enterprises, lawyers, law firms, entrepreneurs, and business owners, Citi Private Bank aims to preserve and grow their clients' wealth. Their offerings cover investment strategies such as capital markets, investment management, alternative investments, hedge funds, co-investments, and sustainable investing. Additionally, they provide portfolio analytics and an array of lifestyle financing options like home, art advisory, sports, and aircraft financing. In terms of banking, they offer treasury management, custody service and have a vested interest in philanthropy through their legacy trust and wealth planning as well as philanthropic advisory services. They bring a global perspective to their operations, exemplified by their inclusion of cross-border private banking services. The investment fund has a significant minimum and maximum investment limit of $313,340,000, indicating a focus on substantial and transformative financial engagements. They are dedicated to supporting their clients' ambitions through sophisticated financial services that adapt as their journey from ambition to achievement evolves.