Understanding law firm economics can prove as challenging as interpreting the statutes and regulations of the profession itself.
In collaboration with the Wells Fargo Legal Specialty Group, our practice leverages more than three decades of experience serving AmLaw 100 firms and their partners, aligning firm-level realities with structured investing strategies that evolve with the career cycle of individual partners.
Where Gaps Meet Solutions
GAP:
Partnership
Buy-in Timing
Buy-in Timing
SOLUTION:
Coordinating partnership agreements to synthesize capital contributions and profit-sharing arrangements with personal liquidity and lifestyle needs
GAP:
Vulnerability to
Creditors and Litigation
Creditors and Litigation
SOLUTION:
Initiating a circle of preservation for your earnings against lawsuits, litigation or other liabilities by incepting certain trusts.
GAP:
Income
Volatility
Volatility
SOLUTION:
Using credit solutions and optimizing pre- and post-tax outcomes through deferred compensation strategies in addition to advanced cash management options
Wells Fargo Advisors does not provide legal or tax advice
Institutional Capabilities
that integrate trusts, philanthropic considerations and multi-generational wealth transfers
offered in conjunction with the Private Bank of Wells Fargo to help seize opportunities and capital contributions
structured to maximize allowable contributions and distributions under today’s tax law
including advisory asset management, where appropriate, for partner and firm-sponsored retirement plans as well as charitable entities
