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Citi Trust
Overview
Through our referral agreement with Citi Trust, you can obtain a broad range of personal trust services to meet the needs of individuals and their families. A trust is an excellent financial planning tool that includes the ongoing involvement of an advisor, offering access to a wide range of investment management opportunities, and administration by an experienced Trust Officer.
Clients of Citi Trust are provided with specialized attention to help them achieve long-term financial goals. Combined with our century-old tradition of managing and protecting assets, Citi Trust offers a broad range of personal trust services, stability, innovation, and customized asset management to help meet the needs of clients.
Citi Trust
When it comes to matters concerning your trust, Citi Trust believes it is of the utmost importance that you receive individualized support and investment guidance on a continuous, uninterrupted basis. That's why Citi Trust places so much value on your relationship with your advisor. Unlike other financial institutions, we offer one comprehensive relationship contact, your advisor, who is the local point of contact. Thus, your trust will receive the same hands-on, uninterrupted attention you have come to expect.
The preservation and continued growth of trust assets is another essential ingredient to the success of your trust strategy. In coordination with Citi Trust, we can introduce you to a broad range of investment management opportunities. Working with your dedicated Trust Officer, the firm's experienced investment professionals will focus their resources and experiences on managing the assets in your trust.
The unique combination of ongoing relationship management by your advisor, investment management alternatives sponsored by us, and Citi Trust’s professional administrative services, is the Citi Trust advantage."Citi Trust" is the business name for a wide range of personal trust and estate management, and related services provided by Citigroup Inc. or its affiliates to individuals, families and charitable entities throughout the world. For U.S. clients, trust services are provided by one of the following entities: Citibank, N.A.; Citicorp Trust, N.A.; Citicorp Trust South Dakota; or Citigroup Trust - Delaware, N.A. The service providers are referred to collectively as "Citi Trust." Neither Citigroup nor any of its affiliates provides tax or legal advice. Citi and Citi with Arc Design are trademarks and service marks of Citigroup Inc. and its affiliates, and are used and registered throughout the world.
Citigroup, Inc. and its affiliates do not provide tax or legal advice. You should seek advice based on your particular circumstances from an independent tax advisor. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.
Investment Products: NOT FDIC INSURED . NO BANK GUARANTEE . MAY LOSE VALUE
For more information, please contact your Financial Advisor.