The practice of law is highly specialized and constantly evolving. You need a financial partner who understands the unique needs of your industry. We can help.Find an Advisor
As a leader in your firm, you face many challenges, including staying on top of changing laws and regulations, attracting talented associates and managing the daily operations of your firm. With more than 20 years of legal industry experience, our team will work with you to create proven financial and risk management strategies that align with your long-term goals so you can concentrate on what matters most – your clients.
Who We Serve
- Sole-practitioner attorneys
- Multidisciplinary law firms
- Specialized law firms
- Family law
- Defense practices
- Plaintiff’s practices
- SEC and financial firms
- Patent/intellectual property firms
When you partner with us, we will:
Develop and implement the comprehensive financial management and risk management strategies needed for you and your firm.
Determine approaches to control financial volatility.
Provide ongoing education and thought leadership.
How We Can Help
Together we'll help you with exclusive solutions. No matter what financial needs you, your firm or your client's have, our team is there for you. From simple to complex, we will work closely with you to provide solid financial advice and innovative solutions.
In the current environment of rising litigation costs, your business needs a proven risk management partner to keep you informed of changing regulations. We can help you understand how these changing regulations may impact your business in order to develop and maintain a comprehensive business insurance program.Learn More about business insurance options.
We offer personalized service and solutions with a consultative approach to help you improve your company’s funds availability, cash forecasting and audit control by placing money where it can be used best for your business. Reduce your risk and protect your accounts, all with competitive pricing.LEARN MORE about Cash Management.
Dealing with disruption takes muscle
Savvy, competitive business owners know disruption is a constant. No matter the industry, it's not a question of whether you must deal with disruptive forces — it's when.READ MORE Read more about dealing with disruption.
The War for Talent
With low unemployment, businesses are in a battle for talent. It is a candidate's market. In addition to low unemployment, many employers are facing large numbers of baby boomers reaching retirement age. Our organization is no exception. Are you prepared?READ MORE Read more about the war on talent and how it may affect your business.
Your Trusted Advisor
Our team is dedicated to your industry and ready to deliver efficient, economical and effective solutions. Using our knowledge and industry expertise, we will help you grow and manage your business while minimizing risk.FIND AN ADVISOR