Large cap equity, fixed-income, equity specialties, alternatives, and more. Our customized asset management strategy will achieve your financial goals and grow your wealth.
Mutual, hedge, pension, impact, opportunity zone, sustainability, charitable, trust, and more. As lawyers, we are perfect fund managers because we have a duty to both you, our client, and the public trust. We do what we must to achieve your fund's goals and ensure compliance.
Very rarely do our clients want to endure a trial. We are perfectly trained to anticipate the worst, prepare to overcome an obstacle, and achieve your financial goals. Inside or outside of the courtroom, we are ready to fight for you.
So much can be lost in the language and term sheet of a shareholder agreement or partnership memorandum. Let us draft or review any contract that you have. Trust us, we will save you money and time in the long run!
An accountant's tools of the trade are the ability to keep accurate books. Many of our clients need bookkeeping services to ensure compliance with reporting or tax preparation. Utilize our bookkeeping services so that if a legal problem arises, you'll already have an available lawyer to represent you.
Taxes. The dirty word of the financial industry. A necessary evil. Allow us to take the burden off your shoulders. Use our attorneys to prepare and file your taxes on your behalf. If a legal problem arises, rest assured that you have an attorney to represent you and protect your business and finances.
The world is becoming smaller and smaller every day due to the internet and social media. You need a wealth management service that can span the global and find the best solutions for you. Our staff has experience with a myriad of wealth management situations, portfolio management issues, estate matters, corporate transactions, investments, contract drafting, transnational negotiations, litigation, and fundraising projects. We have provided counsel to individuals, families, startups, non-profits, small businesses, and multinational corporations. We have experience with international patents, copyrights, licensing agreements, and more.
We are confident, no matter the wealth management issue, we can provide the solution.
If it takes place in a courtroom, arbitration court, or boardroom, rest assured that we can find the best solution for you.
Sometimes the best solution occurs out of court. We could not do our work without fintech. We use roboadvisors, financial applications, accounting software and more to inform and aid our services. Our goal is simple: find and achieve your financial goals.
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