Hannes Hofmann discusses the importance of the Citi Wealth Report which provides valuable quantitative and qualitative insights and explains how family offices are increasingly important actors in global financial markets.
Kate Moore highlights how the unique attributes of family offices allow them to strategically leverage direct and private investments to generate returns, diversify portfolios, and align with their broader objectives and investment strategies.
Dawn Nordberg explains the importance of putting the client first, facilitating networks like the Citi Club, where family offices share opportunities and co-invest, and stresses the need to understand each family office’s objectives and challenges. Our guests express optimism about the family office segment and emphasize Citi’s commitment to serving their unique needs through an integrated, client-centric approach.
Explore the podcast (YouTube): https://www.youtube.com/playlist?list=PL7807xkyz4XT6uWcwk9yI5IIF6UaFbubO
2025 Global Family Office Report: https://www.privatebank.citibank.com/insights/the-family-office-survey
Citi Institute: https://www.citigroup.com/global/insights/citi-institute
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The speakers views are their own and may not necessarily reflect the views of Citi or any of its affiliates. All opinions are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The expressions of opinion are not intended to be a forecast of future events or a guarantee of future results.