Law
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 AdvisorOur Experience
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
Develop and implement the comprehensive financial management, risk management and insurance strategies needed for you and your firm.
Determine
Determine approaches to control financial volatility.
Provide
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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Commercial Insurance
In the current environment of rising litigation costs, your firm needs a proven risk management partner to help keep you abreast of changing regulations and how they may impact your firm in order to develop and maintain a comprehensive insurance program.
LEARN MORE about commercial insurance.
Employee Benefits
With the current war for talent, your employee benefits plan is a critical component of attracting and retaining high-performing employees. We work closely with you to put together a long-term plan for your employee benefits program that aligns with your firm’s strategic goals.
LEARN MORE about Employee Benefits.
Commercial Financing
As a leader in your firm, expanding your company is on your mind. As you think about ways to acquire new equipment or purchase a larger building, we are able to help you through our flexible financing options.
LEARN MORE about Commercial financing.
Treasury Management
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 firm. We help you reduce your risk and protect your accounts and all with competitive pricing.
LEARN MORE about Treasury Management.Related Resources
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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