Law Firm Group

As you balance your own financial needs with those of your clients and your law firm, the right guidance can give you a clear vision of financial success. We have advised law firms and their partners since 1930, and we’re prepared to help you understand the long-term implications of your financial decisions.

Position for the future

As you manage your personal finances in the context of your overall business cycle, here are some questions to consider:

  • How well are you positioned for the future through a financial plan?
  • How comfortable are you with the risk-reward scenarios of your current asset allocation?
  • When did you last review your current loans and cash flow needs?
  • What is your protocol for reviewing your estate plan and giving strategies?

Optimize your wealth

Wherever you are in your career, we’re ready to address your needs.

Establishing

You’ve just become partner

  • Long-term financial plan development
  • Home financing, credit lines
  • Financing options, given student loans and other obligations

You’re getting married

  • Premarital planning
  • Titling matters

Expanding

You’re a new parent

  • Education funding
  • Portfolio strategy
  • Wills

You’re approaching mid-career

  • Tax-efficient investing
  • Income and spending projection scenarios
  • Charitable giving strategies

Sustaining

You’re thinking about a career change

  • Financial impact
  • Potential benefits

You plan to retire in the near future

  • Asset allocation for retirement income
  • Wealth transfer strategies

Our Leadership

Carolina Jannicelli

Carolina Jannicelli

Managing Director, Market Manager

Alan Lovi

Alan Lovi

Executive Director, Head of Investments

Headshot of Carolina Jannicelli

Congratulations, Carolina, on being named one of the "50 Most Powerful Latinas"!

As we celebrate Hispanic Heritage Month, we would like to congratulate Carolina Jannicelli, Head of the Law Firm Group, on being named one of the “50 Most Powerful Latinas” by the Association of Latino Professionals for America.

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