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Trust & Estate

Regardless of your income, trust and estate planning can provide you greater control and protection of your legacy.
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Change of Trustee Considerations
At a Glance

Grantors and beneficiaries often want the ability to remove trustees and appoint replacements. Since residence, family circumstances, financial ...

Read More on Change of Trustee Considerations<br class="lg-min-block"><span class="nowrap">At a Glance</span>

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Trust Fundamentals
At a Glance

You want to protect your wealth and have your assets passed on to whom you choose under the conditions you specify. A trust can help give you this ...

Read More on Trust Fundamentals<br class=" lg-min-block"> <span class="nowrap">At a Glance</span>

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Your 2021 Tax Planning

Why put off until tomorrow what can save you money today? Citi Personal Wealth Management can help you better understand how to reduce your 2021 taxes. We have also outlined areas to consider when starting to think about how to confidently grow and protect your wealth in 2021 ...

Read More on Your 2021 <span class="nowrap">Tax Planning</span>

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Charitable Giving Can Benefit Tax and Estate Planning

Giving to charity can be as simple as writing a check or donating old clothes and furniture. But as you give, you might also be looking to save on taxes and meet estate-planning goals.

Read More on Charitable Giving Can Benefit Tax and <span class="nowrap">Estate Planning</span>

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Strategies to Deal with Potential Capital Gains Tax Increases

Higher possible tax rates and changes in estate tax law may mean making these adjustments for your personal situation could be a good idea.

Read More on Strategies to Deal with Potential Capital Gains <span class="nowrap">Tax Increases</span>

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Estate Planning: Beyond a Will

To many, estate planning means getting a will or living trust. To others it may also mean reducing estate taxes — and that is a problem. Yes, ...

Read More on Estate Planning: <span class="nowrap">Beyond a Will</span>

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What to Do After a Loved One Dies: 3 Important Steps to Follow

With death comes grief and, as a result, it is easy to make mistakes and miss crucial details after the loss of a loved one. Here are some key items to keep in mind when it comes to death and finances.

Read More on What to Do After a Loved One Dies: 3 Important Steps to Follow

See More Content

Use the filters below to see more market commentary, useful webcasts and financial guidance content.

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Answers to Commonly Asked Questions on Taxes and Estate Planning

Answers to Commonly Asked Questions on Taxes and Estate Planning

Seasoned panelists answer commonly asked questions on taxes and estate planning.

Video (59:58)

Webcast: The Expansion Will Endure

Webcast: The Expansion Will Endure

In Outlook 2022 we highlight asset classes and regions that may lead the way in 2022 and beyond.

Video (65:23)

Video: The Expansion Will Endure

Video: The Expansion Will Endure

In Outlook 2022 we highlight asset classes and regions that may lead the way in 2022 and beyond.

Video (7:05)

Video: Unstoppable Trends — The Rise of Asia

Video: Unstoppable Trends — The Rise of Asia

We review and highlight the potential opportunities that we see for investors with vision.

Video (5:44)

Video: 5G and Beyond —Connection to the Future

Video: 5G and Beyond —Connection to the Future

We seek investment exposure to this unstoppable trend via 5G-related real estate and beneficiaries.

Video (5:18)

Video: Cyber Security — Safeguarding the Data Revolution

Video: Cyber Security — Safeguarding the Data Revolution

In this environment, ongoing expenditure on cyber security is not discretionary but essential to help mitigate risk.

Video (4:10)

Video: Fintech — Financial Services Trasformed

Video: Fintech — Financial Services Trasformed

Among our favored areas in fintech are payments and developers of solutions that can be sold to traditional providers.

Video (4:46)

Video: Unstoppable Trends — Greening the World

Video: Unstoppable Trends — Greening the World

We see potential opportunities for investors in diverse areas such as food production, cement making and water.

Video (4:48)

Video: Digitization — Reshaping Real Estate

Video: Digitization — Reshaping Real Estate

Increased adoption of e-commerce and remote working are set to endure far beyond the pandemic.

Video (5:01)

Video: Beat the Cash Thief

Video: Beat the Cash Thief

Chief Investment Strategist and Chief Economist Steven Wieting examines how to protect wealth when inflation is high.

Video (5:26)

Video of live webcast where panelists offer their insights on president biden's infrastructure and build back better acts and how it impacts you

How Will President Biden's Infrastructure and Build Back Better Acts Financially Impact You?

Our panelists offered their insights:

  • Adam Minehardt, Director of Federal Government Affairs, Citigroup
  • Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management
  • Gil Hess, Senior Vice President, Divisional Advanced Wealth Planning Strategist, Citi Personal Wealth Management

Topics discussed include:

  • How might the spending be implemented and impact economic growth?
  • Should investors be worried about inflation?
  • What asset classes might benefit?
  • How will potential tax changes affect planning and investing?
  • Should any actions be taken before year-end with someone's portfolio and estate?

Video (67:42)

Video of Shawn Snyder discussing how to invest in this new economic cycle

Mid-Year Outlook 2021 Webcast

Join Shawn Snyder, Head of Investment Strategy, Citi U.S. Wealth Management, and Joe Fiorica, Global Head of Equity Strategy, Citi Private Bank.

Video (64:00)

Video of Shawn Snyder offering his insights on investing in a post-COVID global economy

2021 Outlook - A New Beginning: Investing in a Post-COVID World

Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, and Juan Arana, Head of the Citi International Personal Bank U.S. Investment Lab, offer their insights on investing in a post-COVID global economy.

Video (61:27)

Video of Shawn Snyder discussing the election and potential policy implications

Washington Watch: The Potential Impact of the Election

Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, and Bill Rys, Managing Director of Federal Government Affairs, Citigroup, share their thoughts on what the results of the U.S. election mean for financial markets, the economy, and your personal finances.

Video (57:00)

Video of Shawn Snyder discussing the election and potential policy implications

Washington Watch: The Path to the Presidency Webcast

Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, and Bill Rys, Managing Director of Federal Government Affairs, Citigroup, share their thoughts on the potential policy implications.

Video (68:00)

Video of Shawn Snyder discussing how to invest in this new economic cycle

Mid-Year Outlook 2020 Webcast

Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, discusses how to invest in this new economic cycle with Steven Wieting, Citi Private Bank’s Chief Investment Strategist and Chief Economist.

Video (59.19)

Explore Citi Benefits

Market Insights are only one of the many benefits you get as a client.

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    Personalized Financial Guidance

    Collaborate with your dedicated team to create a personalized financial plan around your life’s “what ifs” using Citi Wealth Advisor, Citi Personal Wealth Management’s digital financial planning solution.

    Learn More on Personalized Financial Guidance

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    Ways to Invest

    Citi offers a range of investment and insurance products and services that can help you work toward your financial goals. These products include individual stocks, fixed income and mutual funds, as well as more sophisticated offerings like alternative investments and structured products.

    Learn More on Ways to Invest

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    World-class Investment Capabilities

    Gain access to Citi Personal Wealth Management’s world-class investment platform, including a breadth of product choices and research from hundreds of analysts globally.

    Learn More on World-class Investment Capabilities

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We are required to deliver two important disclosure documents about our business and relationship with you:

  • Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisory services we offer.
  • Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at http://www.citi.com/investorinfo/. If you prefer paper copies, Please contact your advisor or call us at (800) 846-5200 | TTY: Use 711.

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Important Information

The market and planning commentary on this site may discuss topics that are timely to current events at the time they were written. The relevance of such topics may change at future dates.

Diversification and asset allocation do not protect against loss or guarantee a profit.

Financial Advisors are representatives of Citi Personal Wealth Management and not of Citibank.

Please consult your Financial Advisor before making any investment decisions.

The above content is for informational purposes only and contains a summary of the topic and is not intended to be a comprehensive discussion, including any legal or tax ramifications of the strategies or concepts described herein. These strategies are not guaranteed to succeed or indicate future performance, and they do not necessarily represent the experience of other clients.

This is not an offer to buy or sell any of the securities, insurance products, investments, or other products named.

Citigroup Inc. and its affiliates do not provide tax or legal advice. 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. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.

Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (”CGMI”), member SIPC. Citigroup Life Agency LLC (“CLA”) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

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