Unrivalled insight and service to the legal industry for over 50 years.
Having served the legal industry for over half a century, we appreciate that your professional time is your money. Knowing how quickly you need to respond to your clients, we’ve designed our service to be equally responsive to you.
By understanding your professional world we’ve developed products and services that are customized for lawyers and the legal industry. We offer lending, savings and investments for individuals as well as specialist corporate services such as escrow, firm sponsored loan programs, and law firm advisory services to enable you to serve your clients efficiently and effectively.
You are surrounded by a wealth management team; your Private Banker, Investment Counselor, Wealth Planner, Financial Planner, and Service Officer, all working in tandem for a 24/7 tailored service.
We have a dedicated Settlement Administration team that provides financial strategies and tailored guidance to litigation and restructuring firms, settlement administrators, and government agencies.
Our law firm advisory services team enables us to gain unrivalled insight into the legal industry. We have become a partner to these firms by keeping them one step ahead with services that have been recognized by the Am-Law 200 firms for 54 years running.

Lisa Kohut
Meet our wealth expert
Lisa leads 15 teams across locations in the US, UK, and Luxembourg that serve law firms, their partners and associates.
She was previously Global Market Manager for the Eastern Region of Citi Global Wealth at Work's Law Firm Group. Lisa rejoined Citi in 2007 from Wachovia, where she was a relationship manager in their Legal Speciality Group.
Originally, Lisa spent four years with Citi Private Bank as a Private Banker in the Law Firm Group. Before that, she was a portfolio analyst at KLS Professional Advisors Group, having begun her career at Brown Brothers Harriman's Domestic Private Banking Group.
A graduate of Rutgers University in New Brunswick, Lisa holds a bachelor's in marketing.

Citi’s Law Firm Group launched in 1972 to serve the needs of the world’s top lawyers and their firms. A pioneer in its field, our service constantly evolves to respond to the needs of clients as their financial needs change.
We believe in financial wellness for you, your family, and your firm. Saving, spending, investing, and borrowing services to help you achieve both your financial goals and a state of sustainable personal wellness.
We can help shape financial strategy and structure your wealth whilst supporting you with banking facilities, home financing strategies , education costs and investments. Our Partner Capital Loan Programs work with your firm’s management team to shape the first terms for you when you get the prized invitation to join the partnership.
Designed for you and your career
Citi Global Wealth at Work offers a range of products and services to help you achieve your financial goals.