Financial strategies for plaintiff firms and settlement and claims administrators

Our national Plaintiff Firm and Settlement Administration team provides a full suite of customized financial products and services, including integrated escrow, banking, and treasury management solutions. Our dedicated team has facilitated some of the world’s largest litigation settlements, restructuring deals, and bankruptcy transactions – with over $50bn in custody and escrow transactions and $70bn in disbursement1. 

Wealth capabilities for leading plaintiff firms and their attorneys

The Law Firm Group (LFG) has been a dedicated and trusted partner to the legal industry for over 50 years. Our 15 global offices serve the financial needs of over 50,000 attorneys and 900 law firms. The national Plaintiff Firm and Settlement Administration team is dedicated to providing financial strategies and tailored guidance to litigation and restructuring firms, settlement and claims administrators, and government agencies. We add value through each stage of the settlement lifecycle, from litigation financing and disbursement to comprehensive wealth management solutions for firms and attorneys. As a leading global bank with a strong balance sheet and healthy capital ratios, you’re in experienced hands.

Our team of experts can help you simplify the financial and administrative complexity of large settlements, bankruptcy, and restructuring deals. We have facilitated large litigation settlements and bankruptcy transactions, globally.

Lisa Kohut

Head of the Law Firm Group, Citi Global Wealth at Work

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. 

How we work with

Plaintiff Firms

Dedicated to providing financial strategies for plaintiff firms, our private banking team offers a personalized high-touch service and expertise on a range of financial solutions. From firm credit and litigation financing to business banking, treasury management services, and client trust state bar accounts, we offer a customized, premier high-touch service to help you simplify and streamline claims while focusing on your clients and practice.

In addition, our experienced team provides extensive and flexible account structures for custody, escrow and disbursement services for litigation funds, from class action lawsuits, antitrust settlements and bankruptcy and restructuring, to mass tort, personal injury and securities litigation. We enable you to receive, safeguard, invest, and disburse cash and securities safely. Our extensive foreign exchange platform also facilitates settlements from overseas.     

We provide Law Firm Group clients with complementary services including information reporting and custom reports, wires, and online access. We work for you and with you, keeping you engaged and well informed during the entire settlement lifecycle.

Plaintiff Attorneys

Our dedicated wealth team will partner with you to assess your current finances, assist in setting financial goals, provide ongoing evaluation and strategic guidance, and develop and implement a holistic wealth strategy.

From basic necessities like banking and lending solutions to complex trust and estate plans, and investments strategies, we have a dedicated team to assist you. When it comes to financial and wealth planning, we help guide you in retirement planning, distribution of your wealth, current assets and future cash flow needs, minimizing potential transfer taxes. We also review your existing insurance policies with you to confirm you have the right solutions in place. Additionally, your wealth planners partner with Investments counselors leveraging our world class investment platform to analyze your current portfolio and structure according to your risk appetite and future goals. 

Settlement & Claims Administrators

We partner closely with litigation firms and settlement and claims administrators to provide a full range of solutions for large and complex settlements. We provide value through each stage of the settlement lifecycle. For example:

  • Discuss solutions for litigation financing and credit opportunities
  • Establish Custody and Escrow accounts for settlement funds
  • Hold, safeguard, and invest settlement funds and set up disbursement accounts
  • Offer wealth management solutions to the firms and attorneys when the fees are disbursed.

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. 

Best of National Law awards 2025*

We’re proud to have been awarded Best Business Bank and Best Attorney Escrow Services in the ‘Best of’ 2025 awards by the National Law Journal. 

Contact us

To help put you in touch with the right Citi Global Wealth at Work team, please answer the following questions.

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

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1  Source: Citi Global Wealth at Work Financial Systems as of December 2023

*The methodology for each award/rating has been reviewed, but not verified, by Citigroup Inc. (Citi) or its affiliates. Please contact the provider of the relevant award/rating for information regarding eligibility of the underlying criteria and factors utilized in compiling the data. The receipt of an award/rating with respect to a product or service may not be representative of the actual experience of any client and is not a guarantee of future performance success. Citi or its affiliates paid compensation to obtain or use the award/rating. These awards consider information provided by Citi (and other applicants), and do not solicit input or responses from actual clients.

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

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