Compound Planning crosses $2 billion of assets under management

Modern wealth management forattorneys and partners

Attorney looking at documents
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.

Partners at law firms
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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.
    Investing
  • 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.
    Tax filing
  • 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.
    Borrowing
  • 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?
    Retirement planning
  • 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.
    Estate planning
  • 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.
    Ask us anything
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Wealth management for attorneys

Compound