When working with clients regarding their investment management needs, the conversation naturally leads to the topic of transition.
Whether it’s an individual, multi-generational family, nonprofit, corporation or Taft-Hartley trust – preservation of capital for future generations or endeavors is an important component of planning. The expertise and perspective attorneys bring to our conversations enables clients to think of all aspects of their planning regarding their investments and financial matters.
Through our wealth management and investment management committees, we meet monthly to discuss best practices on how to serve our clients. These discussions include how we can work seamlessly to incorporate all the planning needs associated with estate planning, family law, mergers and acquisitions, corporate law.
We welcome opportunities to meet with law firms to gain their perspective on how to best serve our shared clients and carefully grow our businesses. Each year, we invite attorneys to our Investment Outlook presentations that provide our view on the economy and the capital markets. We are able to provide commentary throughout the year through our blog, To Coin a Phrase, Capital Markets Update emails, quarterly Investment Outlook video emails or a hosted lunch at your offices where we can share our investment views and learn more about your firm.
If you have been asked by a client for a referral – we are delighted to meet with anyone you know who is seeking investment management for assets starting at $3 million. For your convenience, you can click on the links to print a broad overview to your contact regarding how we serve individuals and institutions. You can also click here to forward a link to our annual report for more in-depth information.
If you would like a packet of information delivered to you, please contact email@example.com or call (503) 226-1444. We would welcome the opportunity to arrange a meeting, give a presentation or participate in an RFP process.
As always, we are appreciative of the knowledge, representation and service of that our clients’ attorneys are able to deliver over the years.