It takes years of intense dedication to become a successful lawyer. And even more dedication to build a successful law firm. We understand that driven lawyers are busy and need people on their team they can trust. We specialize in a concierge approach to financial services because our clients know the power of having someone knowledgeable in your corner, guiding you and working on your behalf.
Our team has years of experience serving law firms and legal professionals alike; come see what an elevated financial services experience can do for you, your family and your business.
Our Solutions for Success
We invite you to explore how our team can help you and your firm succeed.
Connect With A Trusted Advisor
YOUR PRACTICE
We provide strategic guidance that goes beyond the day-to-day operations. Whether it’s optimizing cash flow, securing financing for growth, or planning for long-term wealth preservation, we help you manage the complexities of your financial landscape—so you can stay focused on your clients. Your practice is your legacy, and we’re here to support its continued success.
- Customized Transition Process
- Custom-built Relationship Benefits for Partners
Lending
- Operating Lines of Credit
- Commercial Real Estate Loans
- Partnership Equity Loans
Account Solutions
- IOLTA
- Case Expense Account
- Operating Checking Account
- Money Market Accounts, Payroll Accounts
- Tax Account Money Market Account
- Partnership Distribution Account Management
Treasury
- Full Suite of Treasury Management
- P-cards/ Credit Cards
YOUR FAMILY
Your family’s financial well-being is about having the right support and strategies in place for every stage of life. Our holistic approach to private banking and wealth management ensures you have tailored solutions to meet your evolving needs. From customized lending and cash flow management to investment guidance and planning, we provide the expertise and personal service to help you navigate life’s financial complexities with confidence.
Custom lending solutions
- Lines of Credit
- Home Equity Lines/Loans
- Construction Loans
- Margin Loans/Lines
Consolidated online banking and wealth account access
Money movement options
- Easy online wire transfers
- Zelle
- FedNow payment service
Unlimited global ATM access
Enhanced mobile deposit
YOUR FUTURE
Managing both the broad view and the complexities of your wealth management needs is our hallmark. Our holistic approach allows us to manage assets not just for today, but for generations.
What Our Legal Clients Are Saying:
