Family offices, private investment companies & enterprises

We combine Citi’s institutional resources with those of the Private Bank to provide a high level of service and strategies.

Many affluent families own a combination of concentrated public company positions, private investment companies, family foundations and family offices.

Increasingly, their family and business interests span multiple geographies, with associated tax, legal and regulatory complexities.

At the same time, investment trends, operational best practices and family needs are evolving rapidly.

Citi Private Bank's Global Family Office Group was created to provide such families with services previously reserved for the world’s largest institutions.

We are a multi-disciplinary team with deep experience in capital markets, investment banking, portfolio investments, wealth structuring, and family offices design and management.

We combine Private Bank resources with those of Citi’s Institutional Clients to address key client needs:

  • Direct private investments: Institutionally-backed private opportunities

  • Trading & execution services: Direct bilateral access to Citi’s Markets & Securities Services for certain clients’ trading teams

  • Hedging & financing: Liquidity and hedging for illiquid or concentrated assets

  • Acquisition & disposal: Strategies for large, concentrated or illiquid public and private assets

  • Portfolio analytics: Institutional-level analytics, actionable strategies and best practices for family offices.

The Global Family Office Group also offers advisory services  based on our direct experience of setting up, structuring and running institutional-sized private investment companies and family offices.

Hannes Hofmann
Global Head
Meet our wealth expert

Hannes Hofmann leads our Global Family Office Group, bringing the vast network and resources of Citi together with our private banking services.

Hannes has an extensive global institutional wealth background. He joined Citi from J.P. Morgan where he spent over 20 years in numerous roles globally. Most recently, Hannes was the Head of Multifamily Office and Intermediaries for the Asia Pacific, Europe, Middle East & Africa, and Latin America regions. Previously, Hannes was Head of the Global Investment Opportunities Group in Asia, where he led teams in Singapore and Hong Kong that provided investment advice to sophisticated, trading-oriented clients in J.P. Morgan Private Bank Asia. He was also the Head of Investments in the U.S. Southeast region at J.P. Morgan.

Hannes holds an MBA from Stanford University, a Master’s degree from CEMS/London School of Economics, a Master's degree from the Vienna University of Business and Economics, as well as the Chartered Financial Analyst (CFA) designation. He is a former board member of the Wolfsonian Institute in Miami.

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Comprehensive services for your wealth

We customize the Private Bank’s comprehensive offering including investments, lending, banking and custody for each family office.


Read some of our insights into the key issues for you and your wealth.

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Read some of our insights into the key issues for you and your wealth.

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