Wealth Management for Attorneys & Law Firm Partners

Your Career Is Complex, Your Financial Plan Shouldn’t Be

From K‑1 cash flow to estate strategies, we simplify the financial realities of legal professionals. When you move from W‑2 to K‑1, quarterly estimates, paid‑in capital, sponsorship requests, and co‑investments can create short‑term cash crunches, especially in your first year of partnership. Our team models these transitions, so your liquidity, taxes, and investments stay aligned with your goals.

New partners also face decisions around capital and draw accounts, how you fund the buy‑in, how profits are allocated, and how year‑end reconciliation works. Understanding these mechanics is essential to avoid surprises and keep your plan on track.

Our Expertise With Attorneys

  • We have decades of experience and expertise in working with law firm partners, and several of our advisors are former practicing attorneys.
  • We work with attorneys and partners from 19 of the top 20 firms from the 2024 Am Law 100* 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 help you navigate the financial complexities of a legal career so you can focus on your practice and long-term wealth.

Schedule A Customized Consultation Today!

How We Serve Attorneys

 Specialized financial planning for the unique economics of legal careers. 

Retirement Plans & Firm Benefits

We immerse in your firm’s benefit architecture to help you maximize deferrals, matches, and partner‑specific offerings.

Cash Flow & Tax Planning

Design a proactive plan around irregular draws, estimated tax payments, and one‑off distributions.

Firm Ownership Guidance

Clarify how capital accounts, book value, and profit allocations integrate with your broader plan and tax picture.

 Investment Strategy

Portfolios constructed for your objectives, supported by an internal investment committee and dedicated research team.

Estate & Trust Coordination

Coordinate with your attorney/CPA on trusts (e.g., ILITs, GRATs, QPRTs, dynasty trusts) and beneficiary designations to align wealth transfer with your goals.

 

Risk Management & Insurance Review

Evaluate life, disability, and liability coverage to protect your income and assets as your career and wealth grow.

Solutions for Every Stage of Your Legal Career

Trusted by attorneys and partners across Am Law firms and boutique practices nationwide. Ready to simplify the financial side of your legal career? Book a Meeting Today

 Big Law Associates

Build wealth early with disciplined savings, student loan strategy, and first investments.

Newly Elected Partners

Plan for capital accounts, partnership taxes, and the shift to K-1 income.

Rising Partners

Prepare financially for partnership with liquidity planning for buy-ins and irregular income.

Considering a Lateral Move

Evaluate compensation changes, deferred comp portability, and multi-state tax exposure.

Retiring Partners

Turn decades of work into lasting financial independence with coordinated retirement planning.

Starting Your Own Practice

Build a financial foundation for your firm with cash reserves, retirement plans, and protection strategies.

Get the Attorney Financial Guide

This guide walks through the financial decisions attorneys face throughout their careers, including capital contributions, partnership draws, tax planning, healthcare transitions, and estate strategies. Written by advisors who work with attorneys and former practicing lawyers.

*Ranked based on Profits Per Equity Partner, Wealthspire client data as of 06.30.2025.
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Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers. ©2026 Wealthspire

Wealthspire does not provide tax, legal, or accounting advice, but rather coordinates our services with your own tax, legal, and accounting advisors. 

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.


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