Inside the Family Office: Managing Wealth, Expectations, and Legacy | Citi Institute Podcast

In series 2, episode 1 of the Citi Institute podcast, host Alex Miller is joined by Citi Wealth’s Hannes Hofmann, Head of the Global Family Office Group; Kate Moore, Chief Investment Officer; and Dawn Nordberg, Head of Integrated Client Engagement. Together they discuss the 2025 Global Family Office Report and explore tailored investment approaches, succession planning, family legacy and expectations, and the preservation of generational wealth in this complex and growing segment.

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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