Private Equity Disputes
Rich, Intelisano & Katz represents retail and institutional investors worldwide in private equity disputes in arbitration and litigation against financial firms. Our clients have included ultra high net worth and high net worth individuals, family offices and institutions in claims against brokerage firms, investment and private banks, and other financial companies. The Firm represents limited partners of private equity firms in disputes with general partners. We provide aggressive representation and creative advice often across the table from the world's largest law firms.
The Firm presently represents a family office in a $383 million FINRA arbitration claim in New York against Citigroup Global Markets Inc. related to Citigroup’s misconduct with respect to the structuring, monitoring and handling of hedge fund and private equity portfolios, and the improper recommendation and implementation of a leveraged option swap transaction and a lender protected unit trust.