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Law


The practice of law is highly specialized and constantly evolving. You need a financial partner who understands the unique needs of your industry. We can help.

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Our Experience

As a leader in your firm, you face many challenges, including staying on top of changing laws and regulations, attracting talented associates and managing the daily operations of your firm. With more than 20 years of legal industry experience, our team will work with you to create proven financial and risk management strategies that align with your long-term goals so you can concentrate on what matters most – your clients.

Who We Serve

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  • Sole-practitioner attorneys
  • Multidisciplinary law firms
  • Specialized law firms
  • Family law
  • Defense practices
  • Plaintiff’s practices
  • SEC and financial firms
  • Patent/intellectual property firms

 

When you partner with us, we will:

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Develop

Develop and implement the comprehensive financial management and risk management strategies needed for you and your firm.

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Determine

Determine approaches to control financial volatility.

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Provide

Provide ongoing education and thought leadership.

How We Can Help

Together we'll help you with exclusive solutions. No matter what financial needs you, your firm or your client's have, our team is there for you. From simple to complex, we will work closely with you to provide solid financial advice and innovative solutions.

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Cash Management

We understand that efficiently managing cash flow is essential to your business growth and success. Together, we can develop a customized strategy to maximize your cash and your time and protect your accounts, all with competitive pricing. 

LEARN MORE about Cash Management.

Related Resources

Anisa Dunn
Anisa Dunn, SVP Senior Fiduciary Services Manager JD, CWS®, Racine, WI

Your Trusted Advisor

Our team is dedicated to your industry and ready to deliver efficient, economical and effective solutions. Using our knowledge and industry expertise, we will help you grow and manage your business while minimizing risk.

FIND AN ADVISOR
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