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Private Investment Companies
and Trusts

Wealth structuring to protect you and your family

You have worked hard to build wealth for your family and loved ones. At Citi International Personal Bank we can refer you to a third-party provider who may be able to assist you in structuring appropriate legal vehicles to manage your financial holdings.

Benefits of setting up a private investment legal vehicle may include creating financial privacy and confidentiality. Additionally, utilising this referral service can help to consolidate your family's financial security for the current generation and beyond.

If you would like to find out more information about this referral service, please speak to your Relationship Manager.

Please note that Citi does not provide tax advice. This service is only available to those clients who are part of our Citigold Private Client service. To find out more visit our Citigold Private Client website.



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