Financial Planning for Lawyers

We focus on you, so you can focus on your practice.

By working with attorneys at several top law firms, our advisors have become familiar with both their unique compensation structures and the ongoing planning challenges they face.

Your Trusted Financial Partner

As your career progresses, so does the complexity of your finances. We work with many sophisticated investors who appreciate a trusted financial partner to manage their finances while they focus on their professional obligations.

We believe in collaboration and education, combined with a mutual respect for the expertise each party brings to the table. Many of our advisors are also former or practicing attorneys, so they can offer a deep understanding of attorneys’ unique circumstances and perspectives.

How We Serve Attorneys

Retirement Plans & Benefits

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.

Cash Flow Management

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.

Firm Ownership

We provide guidance on how firm ownership and capital fit into your financial plan, as well as your tax return.

Financial Planning

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.

Tax & Estate Planning

One of our primary goals is minimizing income and estate taxes. We have a dedicated in-house team that can provide additional expertise to better serve you.

Investment Strategy

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.

Our Dedicated Team

Our advisors bring decades of sophisticated expertise managing the financial complexities of individuals and families across generations. Their backgrounds and experiences are as diverse as their clients; we have over 90 advisors across the U.S. to serve you. Looking for a financial advisor? Start your search here.

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