Wealth Management for Attorneys
We focus on you, so you can focus on your practice.
By partnering with attorneys across leading law firms, our advisors have developed deep insight into their distinct compensation models and the recurring planning issues they navigate.
Your Trusted Financial Partner
As your career advances, the complexity of your financial life naturally increases. Many of our clients are sophisticated investors who value having a trusted financial partner handle their planning so they can stay focused on their professional responsibilities. We emphasize collaboration and education, grounded in a shared respect for the expertise each person brings. Several of our advisors are former or current attorneys, allowing them to offer meaningful insight into the unique circumstances and viewpoints attorneys often have.
How We Serve Attorneys
Our advisors have extensive knowledge of the complex retirement plans and benefit structures at top law firms. We immerse ourselves in these plans to ensure our clients understand them.
We help clients budget around their regular draw, tax obligations, and planned distributions. This enables them to focus on their professional and financial objectives and not worry about cash flow.
We provide guidance on how firm ownership and capital fit into your financial plan, as well as your tax return.
We aim to understand the full scope of your financial needs and goals. We use this information to prepare comprehensive projections that serve as the road map of our relationship and add intellectual rigor to decision-making.
One of our primary goals isminimizing income and estate taxes. We have a dedicated in-house team that can provide additional expertise to better serve you.
Our advisors are supported by an internal investment committee and dedicated internal investment team that seeks to provide steady investment guidance to clients through strategic asset allocation, rigorous due diligence, and tailored portfolio construction.