Citi Analyzes How Best to Navigate Healthcare
Navigating healthcare for principals and families
AUTHORS -Ajay Kamath, Chief Operating Officer – Citi Private Capital Group, Citi Private BankRay Maas, Senior Executive, Special Initiatives and Services – Pivotal VenturesBruce Spector, Chairman and Co-Founder – PinnacleCare© 2020 Citigroup Inc. All Rights Reserved.
Among their many responsibilities, family office executives are increasingly called upon to address the healthcare management of the families they serve. The COVID-19 pandemic has only served to heighten awareness of the need to have comprehensive family health and wellness strategies in place. While many family office executives are conversant with a broad range of investment, legal and financial matters, healthcare management can be new or unfamiliar territory. As such, executives may be challenged to navigate the healthcare system on behalf of the family office principal, immediate family or extended family that they serve.
This paper is intended to provide a framework of best practices for a family office to evaluate and develop a proactive healthcare strategy for principals and families.