Who We Serve
04 / 10
For lawyers who want their financial life as well-organized as their case files.
Attorneys, particularly those at the partner level, deal with a specific set of financial planning circumstances: variable compensation tied to firm profits, capital contribution requirements, K-1 income complexity, and the eventual question of partner buyout and retirement timing. We work with lawyers across firm structures and seniority levels.
Schedule a ConversationWhat we focus on
The work, specifically.
- Cash flow management for variable distribution-based compensation
- Capital contribution funding and partner equity transitions
- Tax planning for K-1 income, including state-level considerations for partners practicing across jurisdictions
- Retirement planning that accounts for non-linear income trajectories
- Investment strategy for personal portfolios held alongside firm equity
How we work with you
The relationship.
We coordinate with your accountant on K-1 timing and tax estimates, and we help you build a personal financial plan that does not depend on any single year being a strong year. We will not be the only people in your financial life, but we will make sure the parts that need to talk to each other actually do.
Next step