Citi Wealth Debuts The Specialist Collection from Citi Wealth

NEW YORK – Citi today launched The Specialist Collection from Citi Wealth, a curated network of specialized service providers to connect clients with reputable external specialists across family, lifestyle and operational needs. Through this network, Citi Wealth is providing North American clients with structured access to carefully selected firms and experts across seven high-priority areas for Citi Wealth’s private bank and family office clients:

• Cybersecurity
• Personal & Physical Security
• Family Office Technology Consulting
• Executive Search & Compensation
• Operational Payment Services
• Health & Wellness Advisory
• Private Travel & Aviation

“Our Family Office clients are increasingly looking for guidance that extends beyond wealth management,” said Dawn Nordberg, Head of Integrated Client Solutions, Citi Wealth. “We believe our role as a ‘connector’ in this ecosystem means simplifying access to best-in-class, trusted providers to help them navigate complex decisions.”

Alexandre Monnier, Head of Family Office Advisory, Citi Wealth added: “Citi Wealth is well-attuned to the unique needs of Family Offices. Our clients can feel confident that Citi has identified a network of carefully selected providers and thus know who to turn to when challenges arise. We are incredibly proud of The Specialist Collection from Citi Wealth, which allows us to deepen our engagement with clients in a new way.”

Through The Specialist Collection from Citi Wealth, clients gain access to a curated network of specialized providers at no additional cost. Citi receives no compensation for introductions to external specialists, and clients remain responsible for selecting the providers that best meet their specific needs. By streamlining the process of identifying experienced specialists, Citi is enabling clients to spend less time sourcing providers and more time focused on their families and priorities.