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High net worth & ultra-high net worth individuals

We provide individuals and families with customized services to help meet their increasingly global needs.

React

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The world’s wealthiest individuals and families are becoming ever more global in their presence.

They have family members, homes, businesses and investments across many countries and global regions.

The Private Bank’s professionals and services are as global as the clients whom we exist to serve.

Our comprehensive offering includes investmentsbankingfinancingwealth planning, and specialized advice covering art collections and sports teams.

We can also offer clients a dedicated Private Banker in every region of the world where they require local access.

Among the individuals whom we serve are entrepreneurs, business leaders and corporate executives, as well as their heirs and other family members.

For clients whose businesses have institutional needs, we can connect them with our partners in Citi’s Corporate and Investment Bank, as well as in Citi Commercial Bank.

Best Private Bank in the World for clients with $25M+ in assets*

Caplo Elite is Different.

Comprehensive services for your wealth

We offer private banking to help ultra-high-net worth individuals and families preserve and grow their wealth.

Services We Provide

Trust & Wealth Planning

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Investment Finance

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Commercial Real Estate Financine

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Alternative Investments

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Treasury Management

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Our
Solutions

Strategy

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Execution

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Data Advisory

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It’s all about a dialogue

A few words from our clients. See client stories for more.

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Maria Goncavales, CFO
Laderate

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Michael Soveign

Seven Energy

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Jeffrey Cohen, CEO
Nato Productions

Our Clients

Why is Financial Planning Complicated?

2. Getting to Know You

Our advisors get to know you personally through in-depth conversations about your financial situation, priorities, and objectives.

With the information provided, we use institutional-level planning softwares to create a custom financial snapshot of your current financial status.

4. Think About the Future

5. Start Your Journey

Wealth Management

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Click the Button Below to Fill Out Our Contact Form! We'll Reach Out to You Within 24 Hours!

With the information provided, we use institutional-level planning softwares to create a custom financial snapshot of your current financial status.

With the information provided, we use institutional-level planning softwares to create a custom financial snapshot of your current financial status.

Initiate the process by reaching out to us. Once you’ve completed a contact form and scheduled a consult, we will send you a Consultation Packet.

With the information provided, we use institutional-level planning softwares to create a custom financial snapshot of your current financial status.

With the information provided, we use institutional-level planning softwares to create a custom financial snapshot of your current financial status.

With the information provided, we use institutional-level planning softwares to create a custom financial snapshot of your current financial status.

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