Compound Planning adds 5 advisors, crosses $2.5 billion of assets under management

Modern wealth management forattorneys and partners

Making partner

Investing wisely

Insurance planning

Deferred compensation

Saving for retirement

Managing cash flow

Estimated taxes

W2 → K1

Law school loans

Partnership contributions

Estate planning

Making partner

Investing wisely

Insurance planning

Deferred compensation

Saving for retirement

Managing cash flow

Estimated taxes

W2 → K1

Law school loans

Partnership contributions

Estate planning

You've spent your career handling thedemands of a fast-paced legal career

Whether you're navigating the financial transition from associate to partner or preparing for a well-earned retirement, managing your personal finances often takes a back seat.

Not to worry, we’ll help you manage your cash flow, tax strategies, and plan for retirement so you can navigate the unique financial challenges that come with your legal career.

What's the best strategy for handling taxes as a partner?

From the Manual

We’ve written a number of articles about how to navigate your personal finances as a busy professional.

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Navigating the financial transition from associate to partner

The promotion from associate to partner can be a defining moment in any lawyer's career. After years of hard work and dedication, you've finally earned your place at the table. But along with this prestigious title comes a whole new set of financial considerations and responsibilities.

Retirement planning strategies for lawyers

After decades of long hours, high-stakes cases, and demanding clients, you're finally ready to hang up your law license and enjoy a well-deserved retirement. But will your finances be ready when you are?

We’ve written a number of articles about how to manage your finances at every stage of your legal career.

Think of us as your personal finance department

We combine the best of financial planning, investment management, and tax strategy.

Eric Flynn

EVP, Head of Wealth Management

23+ years experience

Marc Primiani

General Counsel

20+ years experience

Steve Dean

Chief Investment Officer

30+ years experience

Kristin Carter

Head of Tax Advisory

16+ years experience

Reed Nothwang

VP, Wealth Advisor

10+ years experience

Andy Park

SVP, Wealth Advisor

11+ years experience

Tim Hamilton

Managing Director & Senior Wealth Advisor

15+ years experience

Tyler Morris

Principal & Senior Wealth Advisor

14+ years experience

We focus on your financesYou focus on your practice

We help you

diversify your investments

We’ll help you build an endowment-quality portfolio containing public investments and private opportunities across real estate, venture capital, and fixed credit.

Compound portfolios include tax-loss harvesting and are automatically rebalanced when the market changes.

Compound has an in-house investment management team, trading team, and equity research team.

We help you

manage your taxes

We’ll help you understand the tax implications of major decisions:

What if I sell my equity at $price?
What if I move from New York to Texas?
What if I rent out my New York property?

We can also file your tax returns.

Compound has an in-house tax team, providing filing and consulting services.

We help you

borrow more efficiently

We’ll source a range of financing options—across portfolio lines of credit, startup-equity-backed loans, mortgages, and more—to help you borrow money to most effectively achieve your goals.

Compound has relationships with a large network of lenders. We aim to find the best options for our clients.

We help you

retire with confidence

If you’re like many of our clients who are currently in or approaching retirement, you likely have many questions about your finances:

Do I have enough assets to maintain my lifestyle?
Which accounts should I use for cash flow?
How can I protect my assets for future generations?

Compound has multiple estate planning partners who integrate within the Compound platform.

We can help you

plan your estate

We can help you design and implement your estate plan. We’ll guide you through the pros and cons of revocable and irrevocable trusts (GRATs, SLATs, etc.) to help you create the right plan for your family.

Compound has multiple estate planning partners who integrate within the Compound platform.

Ask us anything

We can help you prepare for an IPO, plan for a family, or set up a donor-advised fund. And if you ever have an ad-hoc request (“Transfer $amount to Founders Fund for my Q1 capital call”), just email the concierge, and we’ll take care of it.

Our service team worked in the largest banks, RIAs and multi-family offices. Whatever you may need, we can help.

Wealth management for attorneys