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As an attorney, you provide expert legal counsel and much more. You are also a trusted advisor whose clients look to you for guidance in enhancing and protecting wealth. Citi Private Bank is a leader in wealth management – and a powerful resource for you and your clients.

While you may already know our Law Firm Group – a market innovator that has served successful attorneys for three decades – you may not be aware that we are also the fifth largest global private bank, with clients among the most affluent individuals worldwide.

Citi Private Bank is a boutique private bank within one of the world's most powerful financial institutions. Joining with Citi Alternative Investments and Citigroup Global Markets Inc., we offer an unrivaled range of customized solutions to complex investment and financing challenges. Moreover, our breadth of problem-solving resources is surpassed only by the quality of our service. Every client of Citi Private Bank has a dedicated Private Banker or relationship manager who uses a consultative approach to marshal Citi's vast capabilities for one purpose: building strategies to increase and defend wealth.

For more detail, see Services for Private Clients.

FROM A PARTNER AT A GLOBAL, FULL-SERVICE LAW FIRM

"It's refreshing to work with Citi Private Bank because they treat their clients with the same high level of personal attention we give to our clients. That's why I felt so comfortable referring my sister. I put a lot on the line any time I recommend an organization to service one of my clients. Referrals are the best testament I can give to them. Needless to say, I would be at least as demanding in referring one of my family members, and such a referral is the ultimate statement I can make. This is not so much a favor to Citi but a reflection of the superb work that they do."

FROM A PARTNER AT A MEDIUM-SIZE NORTHEAST LAW FIRM WITH A T&E SPECIALTY PRACTICE

"We partnered with Citi Private Bank on a particularly complex estate with a difficult fact pattern. Having them involved enabled us to get the estate valued much more quickly, especially when it came to the artwork and the co-op apartment. They also had the breadth to handle a Private Family Foundation. By working with Citi, I was able to focus my time on helping the widow through some of the more humanistic issues. Together we were able to carry out the client's wishes while effecting a smooth transition for the surviving spouse...I especially appreciated Citi's respect for my relationship with the client – they sought to complement, not compete with, the capabilities that our firm brought to the situation."

FROM A MANAGING PARTNER (NEW YORK OFFICE) AT AN AMLAW 20 LAW FIRM WITH INTERNATIONAL PRESENCE

"Our firm has a 30-year relationship with Citi's Law Firm Group and we often refer clients when the situation warrants. We feel our clients benefit from the resources and reputation of Citi Private Bank. They are responsive, professional and willing to think outside the box – all of the things we look for when referring clients. In turn, we benefit from enhanced client perception of our value-added capabilities. We recently encountered a situation that was a little different, so we first thought of the Private Bank. We were working with a foundation with some unusual needs. The board of the foundation appreciated that we were able to proactively address these needs by partnering with the Private Bank, rather than the board having to find the solution on their own."

Citibank, NA
Member FDIC

The testimonial above may not be representative of the experience of other Citi clients nor is it indicative of future performance or success.