Based on insights offered by over 350 of Citi Wealth’s family office clients from more than 40 countries, Citi Wealth’s 2026 Global Family Office Report offers an inside perspective into the thinking and behaviors of the world’s most sophisticated investors. The report was compiled by Citi Wealth’s Global Family Office Group, which works with more than 1,900 family offices worldwide. Dawn Nordberg, Head of Integrated Client Solutions and the Global Family Office Group, shares how today’s leading family offices are building long-term strategies underpinned by three key themes: capital, capability and continuity. She discusses how family offices are investing with confidence -- becoming more institutional in how they invest, more sophisticated in how they manage risk, and more intentional in how they prepare for the future. She also shares how they are balancing conviction with resilience, opportunity with discipline, and growth with stewardship as they deploy capital, build capabilities and create continuity in ways that will shape future generations. Citi Wealth’s Global Family Office Group serves single Family Offices, private investment companies and private holding companies, including family-owned enterprises and foundations, around the world. _____________________________________________________________________________________ Citi Wealth’s 2026 family office survey accepted responses from June 3rd to July 14th. The survey consisted of approximately 50 questions that sought to understand family office clients’ investment sentiment, portfolio actions, operational practices and family governance. It drew responses from 351 participants, which were included in Citi Wealth’s 2026 Global Family Office Report. *This communication is marketing material.* Citi Wealth is a business of Citigroup Inc. (“Citi”), and is comprised of several Citi client segments and businesses. Those businesses include Citi Private Bank, Citi Global Wealth at Work, and Citi Personal Wealth Management, providing clients access to a broad array of wealth products and services available through bank and non-bank affiliates of Citi. Not all products and services are provided by all affiliates or are available at all locations. In the U.S., investment products and services are provided by Citigroup Global Markets Inc. (“CGMI”), member FINRA and SIPC. CGMI accounts are carried by Pershing LLC, member FINRA, NYSE, SIPC. Investment management services (including portfolio management) are available through CGMI, Citibank, N.A. and other affiliated advisory businesses. Insurance is offered through Citigroup Life Agency LLC (“CLA”). In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). CGMI, CLA and Citibank, N.A. are affiliated companies under the common control of Citigroup. Outside the U.S., investment products and services are provided by other Citigroup affiliates. Investment Management services (including portfolio management) are available through CGMI, Citibank, N.A. and other affiliated advisory businesses. These Citigroup affiliates will be compensated for the respective investment management, advisory, administrative, distribution and placement services they may provide. This document is for informational purposes only. All opinions are subject to change without notice. Opinions expressed herein may differ from the opinions expressed by other businesses of Citigroup Inc., are not intended to be a forecast of future events or a guarantee of future results. Although information in this document has been obtained from sources believed to be reliable, Citigroup Inc. and its affiliates do not guarantee its accuracy or completeness and accept no liability for any direct or consequential losses arising from its use. Nothing contained herein shall be construed as a recommendation or advice by Citibank or any of its affiliates to enter into any transaction. © 2026 Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world. View other Citi videos: http://www.youtube.com/citi Like us on Facebook: http://www.facebook.com/citi Follow us on Twitter: http://www.twitter.com/citi Follow us on LinkedIn: http://www.linkedin.com/company/citi Follow us on Instagram: http://www.instagram.com/citi

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