Proactive planning for attorneys

As a successful attorney in a busy practice, you likely have neither the time nor the inclination to build your own retirement or succession plan, or manage your own investment portfolio. Even if you specialize in trust and estate planning, ERISA regulations, securities law or other areas of the investment world, cohesively and objectively managing all aspects of your financial life is something else entirely.

We count many attorneys among our clients and have the specialized knowledge to provide these essential financial services to you, so you are free to focus on serving your clients. We understand the many important financial matters attorneys must address, including preserving assets from liability risk, tax planning, retirement planning, managing cash flow and handling education debt.

You can count on our team to serve as your trusted partner to help manage your investments, mitigate your taxes, and address key issues such as estate planning, intergenerational wealth transfer and charitable giving – freeing you to focus on what matters.