Our Work with Attorneys and Partners

As your career progresses, so does the complexity of your finances. For years, attorneys have trusted us to help them achieve their financial goals, allowing them to stay focused on their professional obligations.

We believe in collaboration, education, and fostering an environment of mutual respect. With several of our advisors and internal staff being former practicing attorneys, our team has a deep understanding of how to best navigate the unique circumstances of legal professionals. We are committed to building lifelong relationships with our clients and to provide them with financial peace of mind.

A Financial Planning Guide for Attorneys and Law Partners

In a law career, effective financial planning isn’t just about accumulating wealth; it’s about securing your future, safeguarding your assets, and realizing your long-term aspirations for yourself, your family and future generations. In this e-book, we dive into some of the intricacies and details of financial planning for partners.

A Guide to Understanding Capital Accounts and Draw Accounts

As you embark on this exciting new chapter in your legal career, it is essential to familiarize yourself with the financial aspects of partnerships, particularly capital accounts and draw accounts. These will be your main sources of income and working capital as you grow into your new role as partner.

Planning Challenges for Rising Partners at Top Law Firms

While making partner may seem like the key to financial success, many new partners find themselves unprepared for the transition. To avoid financial pitfalls, rising partners and senior associates should consider key factors including how they may be getting paid, how they may be taxed, and other demands on cash.

*Wealthspire Advisors does not provide legal or tax advice, nor does it engage professionals on behalf of its clients.

**Wealthspire Trust is the common brand and trade name used by Wealthspire Trust LLC, a subsidiary company of NFP Corp., an Aon company.

Wealthspire Trust LLC is a non-depository Tennessee trust company and an affiliate of Wealthspire Advisors LLC, an independent registered investment advisor and subsidiary company of NFP Corp. Securities and other non-deposit investment products are not insured by the FDIC; are not deposits or other obligations of or guaranteed by Wealthspire Trust LLC, or any of its affiliates; and are subject to investment risks, including possible loss of principal invested. Wealthspire Trust LLC, and its affiliates do not provide tax or legal advice. Please consult with your tax and legal advisors regarding your specific situation. To the maximum extent provided by law, Wealthspire Trust LLC disclaims any and all liability in the event any information, commentary, analysis, opinions, advice and/or recommendations prove to be inaccurate, incomplete, or unreliable or result in any investment or other loss. Eligibility for particular investment options or services is subject to final Wealthspire Trust LLC, determination, and acceptance.

We have decades of experience and expertise in working with law firm partners, and several of our advisors are former attorneys.

We work with attorneys and partners from 19 of the top 20 firms from the 2025 Am Law 100: Ranked by Profits Per Equity Partner* — we understand your needs and your unique financial opportunities and challenges.

We offer a wide range of planning services focused on helping you accumulate and protect your wealth.

Our goal is to alleviate your concerns and simplify your financial life.

*Ranked based on Profits Per Equity Partner, Wealthspire client data as of 06.30.2025.