Attorneys

Attorneys have unique needs when it
comes to financial planning, managing wealth,
and leaving a personal legacy.

Build on your financial foundation through bold, clear, and refined planning

Partner with an expert who will devise and implement a plan to safeguard your wealth and your time so you can focus on what matters most to you.

Areas of Concern
for Established Lawyers

  • Saving time and money 

  • Managing your cash flow 

  • Keeping what you’ve earned 

  • Planning your next steps

  • Protecting your legacy

  • Building your wealth

Partner With A Wealth Manager Who…

  • Practiced law themselves and understands your status as an attorney at a busy firm
  • Has well over a decade of experience working with law firm attorneys like you
  • Can help you develop a comprehensive financial plan tailored to your needs
  • Maintains financial discipline and will keep you accountable to your plan
  • Collaborates effectively with outside professionals for sophisticated wealth management
  • Drives complex discussions and smart decisions regarding your wealth
  • Refines strategies for estate, financial, and philanthropic planning beyond simply investing

Talk To An Expert

Advanced planning strategies and risk mitigation tailored to protect and build toward the future you have earned. Let’s get started with a suitable plan for your personal and financial interests.

Prefer Email? Connect With Us

J.D., CFP®, CAP®

Principal, Family Office Services