Financial Planning, Firm, Career, Equity Partners
Matt Smith
BigLaw and Advisory Fees: Announcing Flat-Fee ...

We’ve updated our fee structure to better serve the unique needs of BigLaw attorneys. By moving from Assets Under Management (AUM) to a flat fee, we reduce conflicts of interest and price based on complexity, not just your portfolio size. Here is why this matters for your wealth.

BigLaw and Advisory Fees: Announcing Flat-Fee Pricing
Financial Planning, Debt, Taxes
Matt Smith
The Fed Cut Rates. Here's How It Really Impacts ...

Have you noticed an uptick in ads for high-yield savings accounts and mortgage refinancing? It's no coincidence. The Federal Reserve's recent rate cut has kicked marketing into high gear. But before you act, understand the hidden tax implications of HYSAs and explore the powerful opportunity that mortgage refinancing presents for homeowners. This guide breaks down what you need to know.

The Fed Cut Rates. Here's How It Really Impacts Your Wallet.
Career
Matt Smith
Case Study - Navigating the First Year of ...

New equity partners often face higher expenses and unpredictable income—right when they’re making permanent financial decisions. Here’s how one attorney got ahead of the stress with a thoughtful financial strategy.

Case Study - Navigating the First Year of Equity Partnership
Investing
Matt Smith
BigLaw Attorneys: A Case for Portfolio ...

What if your “diversified” portfolio isn’t really diversified anymore? A modern approach may help high-income professionals protect and grow wealth more effectively in today’s market environment.

BigLaw Attorneys: A Case for Portfolio Modernization
Investing
Matt Smith
BigLaw Attorneys: It's Just Entertainment

Financial media is entertainment. “Outperformance” is alchemy. BigLaw attorneys may see more value from investment hygiene—like smart rebalancing, cash management, and tax-aware strategies.

BigLaw Attorneys: It's Just Entertainment

Wealth Management

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BigLaw and Advisory Fees: Announcing Flat-Fee Pricing

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BigLaw and Advisory Fees: Announcing Flat-Fee Pricing

We’ve updated our fee structure to better serve the unique needs of BigLaw attorneys. By moving from Assets Under Management (AUM) to a flat fee, we reduce conflicts of interest and price based on complexity, not just your portfolio size. Here is why this matters for your wealth.