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, risk management and insurance 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 State Bar Members 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.
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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 company while minimizing risk.FIND AN ADVISOR