Citadel
What does beyond today look like?
As a client of Citadel, you have access to our in-house fiduciary team.
Our team of fiduciary specialists work practically, devising a strategy that includes estate planning, your will, and any trusts. We span jurisdictions, local and international, ensuring that all legal and tax requirements are taken care of. The aim is to craft a solution that’s sustainable and relevant for you and your loved ones.
Diversify your portfolio offshore
Our fiduciary specialists can assist you with an offshore structure.
International retirement plan
Protecting, preserving and building wealth globally for individuals and corporates.
Planning your way to freedom
With a thorough fiduciary plan comes peace of mind and true freedom to choose how you and your loved ones live.
Understanding you
Marriage? Children? Unique circumstances?
Before we do the planning, we have conversations with you to fully understand you and your lifestyle. We also gather a detailed picture of your assets and your intended purpose for your wealth. Naturally, these sensitive conversations are kept completely confidential.
All taken care of
We want you to have peace of mind that your estate will be well handled.
Let us help you leave a trouble-free and lasting legacy that avoids any delays or unnecessary stresses for your heirs.
Investment advice
Asset management
Fiduciary services
Foreign exchange and treasury
Philanthropy
Investment admin
Choose the content of your next chapters.
Let’s talk.
Every wealth journey starts with a conversation. Let’s have one.