Client Accounting Services (CAS)

Managing the financial life of a legal executive demands more than standard wealth administration. Our Family Advisory & Management (FAM) service is a Multi-Family Office designed for retired and active legal professionals whose personal finances reflect the complexity of their careers: investment reporting, household budgeting and bill pay, and legacy administration through a single, trusted relationship.

We consolidate and coordinate every dimension of your personal financial picture, from investment account reporting and cash flow management to property holdings and deferred compensation — so nothing falls through the cracks between advisors.

❋ Integrated Financial Oversight

Day-to-day financial administration handled on your behalf — including personal bill pay, lifestyle asset coordination, and vendor management so your time stays focused on what matters most.

❋ Concierge Financial Services

We work alongside your trust & estate counsel to ensure your accounts, entities, and records are organized, current, and positioned to execute your estate’s wishes. From coordinating a seamless transfer of wealth to one’s heirs, to helping ensure your philanthropic commitments are accurately reflected in the vision you have for your legacy, we are here to deliver.

❋  Estate & Legacy Planning Support

The legal profession creates a highly complex financial profile consisting of partnership distributions, deferred compensation, law firm equity, and professional liability considerations. We understand that profile because we’ve served it for years.

❋ A Supportive Space