Private Wealth Management Financial planning for attorneys and accountants
Your career comes with unique financial challenges and opportunities – personal and professional. We’ll work with you to create a customized wealth strategy to address both.
The legal and accounting professions are challenging and demanding. You don’t always have enough time to devote to making important financial decisions that affect you, your family and the success of your firm.
Our highly skilled professionals can help you with your daily financial concerns and through significant financial “liquidity events,” such as IPOs, mergers and acquisitions, and real estate transactions.
Your Private Wealth Advisor will work with you to understand your professional and personal financial goals to create a customized wealth management strategy. This can help keep you on track as you work towards your goals, while focusing your time on what is important to you.
Specialized wealth strategies
Business financial planning
In addition to working with you as an individual, we customize financial services for your firm that are designed to increase productivity and help increase cash flow for your practice. We recognize that the size and revenues of an organization are two important factors when determining the right business strategies.
Based on your objectives, we’ll help you create:
Cash management strategies
- Help you maximize your return on liquid assets
- Effectively managing cash flow
- Create a cash management approach
Credit strategies
- Commercial real estate loans
- Term financing for purchasing equipment and furniture
- Operating lines of credit
- Acquisition or merger loans
- Letters of credit
- A business credit card
Electronic payment processing strategies
- Credit and debit payment needs
- Payment acceptance
- Processing
- Settlement
- Accounting
Find the right balance
Personal financial planning
Separating your practice or firm’s business financing needs from your personal financial plan can be difficult. Your Private Wealth Advisor will help you find the right balance by conducting a thorough review of your income streams and overall financial goals. Together we’ll create a custom wealth plan that may include:
- Tailored loans and lines of credit so you can take advantage of unexpected opportunities or leverage your assets for additional liquidity
- Investment management and trust services tailored to your life and objectives
- A full range of deposit products
Specialized services
Custom banking and payment options
Strategies and expertise designed specifically for professionals and their firms include:
Attorneys
- IOLTA accounts
- Partner loans
- Treasury management services
- Credit facilities
- Payment processing
Accountants
- Partner loans
- Treasury management services
- Credit facilities
- Payment processing
Our services
Your vision, our expertise
With your goals in mind, your Private Wealth Advisor will design a custom financial plan that brings together the right mix of products and services to fit your needs. Select any of the following links to learn more about our services.
Insurance products are available through our affiliate U.S. Bancorp Investments.
Insights from our experts
What percentage of my portfolio should be in cash?
Cash and cash equivalents won’t provide the same level of returns as investments, but they still play an important role in your financial plan.
Investing insights
Access our latest thought leadership on investing.
Why insurance should be part of your financial plan
Insurance isn’t just about planning for life’s worst-case scenarios. It can and should play an active role in your financial plan.
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.