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LAW FIRM GROUP Services for Law Firms |
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Today, more than 550 law firms and over 35,000 attorneys seek us out for our personal service, knowledgeable perspective, and the leverage we offer as a part of one of the world’s largest financial institutions. Among the qualifications and capabilities that have earned us top ratings as a financial services provider for the legal profession are:
HOW WE ORGANIZE AND MANAGE OUR RELATIONSHIPS First Steps: Your firm's relationship with the Law Firm Group starts with your private banker. Over the course of the relationship, your private banker performs many roles: principal contact, sounding board, analyst, strategist and your liaison with other entities of Citi. Asking the Right Questions: The Law Firm Group knows from years of experience that we serve clients best when we know them best. Therefore, your private banker begins by exploring such questions as: What is your firm's business plan? How has your business changed and where do you see it going? Are you expanding internationally? How will you pay for future technological needs? Is your cash working to its full potential? What are your firm's specialties and what is their impact on cash flow? What are the risks to your business and how vulnerable is the firm to those risks? Assembling Your Specialist Team: Armed with in-depth knowledge of your firm, your private banker organizes a team of specialists to work with you to achieve the financial objectives of your firm and its attorneys. For example, your team could include corporate cash management experts, lending specialists, risk managers, investment managers, and trust and estate planners. In addition, a relationship officer provides backup to your private banker, and an account executive is responsible for meeting your day-to-day service needs. Implementing a Winning Strategy: Working with you and this team of specialists, your private banker helps design the financial strategies best calculated to achieve your objectives. These strategies are as varied as the aspirations and goals of the firms we serve. However, all are grounded in a thorough understanding of your firm and its people, and they are implemented by experts who can draw upon the full resources of the Private Bank, Citibank and Citigroup to ensure success. Citibank, NA |
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| "Citi Private Bank" 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. Not all products and services are provided by all affiliates or are available at all locations. All credit products are subject to credit approval. In the U.S., brokerage services and securities products are provided by Citigroup Global Markets Inc. ("CGMI"), member SIPC and an affiliate of Citibank, N.A. Outside the U.S., brokerage services may be provided by other Citigroup affiliates. Investment management services (including portfolio management) are available through CGMI, Citibank, N.A. and other affiliated advisory businesses. | |||
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