Here at Citi Global Group, we are fully aware that arranging for the distribution of your estate and assets in the event of your passing is a very complicated and sensitive process, but it is vital that you plan for this in order to lighten the burden of your passing on your family and your dependents. It is a difficult process which can often be tiresome and confusing. This can be further complicated if you are living outside your home jurisdiction, and even more so if you have dependents both at home and abroad.
Here at Citi Global Group, we specialize in helping you to designate all of your finances and assets in the event of your passing, and we will undertake all of the administrative work on your behalf. We will consult with you first in order to understand your unique set of personal circumstances and your financial assets. We will then guide you through your options and advise you on the most appropriate Estate and Succession Plan, including any tax mitigation that can be gained through offshore jurisdictions.
We can advise you on:
- Family Estate Planning
- Division of Assets
- Drawing up a Will
- Living Trusts
- Beneficiary Designation
Please contact us for a free consultation with one of our Financial Advisors
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“We take the time to get to know our clients in order to build long-term relationships based on honesty and trust”
Douglas McGovern • Chief Executive Officer
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