Wealth management for lawyers & law firms

Our Law Firm Group serves elite legal practices and lawyers in the United States, UK and Europe. 95% of the U.S. Am-Law 200 and the top U.K. Magic Circle firms choose Citi’s Law Firm Group.

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 Counsellor, 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 recognised  by the Am-Law 200 firms for 53 years running. 

Joe Ryan

Head of the Law Firm Group

Meet our wealth expert

Joe is Head of the Law Firm Group responsible for 15 offices in the United States and UK that serve Law Firms, their Partners and Associates.

Previously, Joe held positions in the Law Firm Group as the Global Marketplace Manager for the Metro and EMEA Region and as Chief Operating Officer.

Joe received his Doctor of Philosophy degree in Applied Organizational Psychology and his Master of Arts degree in Industrial/Organizational Psychology from Hofstra University. He holds his undergraduate degree in Psychology from Fairfield University.

Joe has presented at numerous conferences on talent management and served as an Adjunct Professor at Hofstra University for 5 years from 2010-2014.

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.

Citi’s Law Firm Group is designed to be responsive and flexible to enable law firms to remain streamlined in their operations.

Serving 95% of the AmLaw top 200 Law firms has provided professional insight to inform the creation of customized products and services to enable practice growth and progress; cash-management, financing, escrow and investment services are all tailored specifically for legal industry needs.

Our Law Firm Group Advisory Services gives you information and resources to understand the competitive landscape in which your firm operates. Our team has been producing analyses for law firms around the world. Through firms participating in surveys, the Law Firm Group Advisory Services team studies firm’s performance in relation to nominated peers, enabling law firm leaders to make informed strategic decisions.

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. 

2024 Citi Hildebrandt Client Advisory

Given the high likelihood of a recession, we expected that firms with a tilt toward down cycle practices would fare better than those who are heavily dependent on M&A and capital markets practices. This is indeed what we have seen so far this year.

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Are you a professional or represent any of the industries below?

Do you work for an AmLAw 200 law firm or a Magic Circle firm in the UK?

Our wealth management services are available to professionals in specific industries.

If you are looking for services for personal banking, please reach out to Citigold.

If you are looking for private banking services with a minimum investment level of $5 million USD, please reach out to Citi Private Bank.

Please fill out the form, so we can contact you.

I consent to the use of my personal information (name, telephone number and email address) by Citi Global Wealth at Work for the purpose of contacting me to send me marketing information about Citi  Global Wealth at Work's wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone or email at any time by emailing donotspam@citi.com

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Thank you for your interest in Citi Global Wealth at Work. A member of our team will be in touch with you shortly.

Citi Global Wealth at Work serves the world’s most dynamic professionals and their firms by thinking one step ahead to support your financial wellness.We serve the world’s most dynamic professionals and their firms by thinking one step ahead to support your financial wellness.

INVESTMENT PRODUCTS: NOT FDIC INSURED. NOT CDIC INSURED. NOT GOVERNMENT INSURED. NO BANK GUARANTEE. MAY LOSE VALUE.

Citi Global Wealth at Work is a business of Citigroup Inc. (“Citigroup”), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates of Citigroup. 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, and also Citi Private Advisory, LLC (“CPA”), member FINRA and SIPC. CPA acts as a distributor of certain alternative investment products to certain eligible client segments. CGMI accounts are carried by Pershing LLC, member FINRA, NYSE, SIPC. Investment management services (including portfolio management) are available through CGMI, Citi Global Alternatives, LLC (“CGA”) and Citibank, N.A.

Outside the U.S., investment products and services are provided by other Citigroup affiliates. Investment Management services (including portfolio management) are available through CGMI, CGA, Citibank, N.A. and other affiliated advisory businesses. CGMI, CPA, CGA and Citibank, N.A. are affiliated companies under the common control of Citigroup.

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