Legal Professionals
When Time Is Money

In the demanding legal profession, finding time to handle your financial affairs can be a challenge. Yet, making the right financial decisions for yourself, your family and your practice are critical to your success.

Our Private Client Group professionals provide counsel and a full range of services tailored for legal professionals and law firms. Knowing your time is precious, we deliver these services through a sophisticated Relationship Manager who brings the expansive resources of U.S. Bank to bear on your behalf.

Take advantage of opportunities
From a checking account¹ that pays money market-competitive interest rates, to customized financing² for a residential mortgage or vacation home, our banking specialists will help you reach your goals. We also offer:

• Advice on the best way to leverage your year-end bonus³
• Shareholder buy-in and buy-out loans³
• Expertise on charitable giving strategies³

Secure your future
With the time you devote to your practice and family, long-term financial planning can easily slip lower on your list of priorities. Your Relationship Manager can arrange for a personal consultation with specialists in wealth planning and asset management. Offering an objective perspective, they can:

• Review your investment portfolio to ensure you are positioned for long-term success and shielded with tax-efficient strategies³
• Provide advice on the investment of your 401(k) and IRA rollover accounts^3 4
• Offer guidance on the strategic use of trust accounts to manage wealth preservation³

Enhance the performance of your practice
Enhance the performance of your practice. Take advantage of our tools to help legal professionals increase productivity, improve cash flow and protect their significant investment. Services include:

• Lawyers' pooled accounts
• Treasury management
• Business payroll services
• Loans, credit lines, credit cards
• Real estate or equity financing
• Leasing programs
• Financial planning, banking, investment management and trust services for partners⁵
• Special package of banking and financial planning services for employees⁵

Are there other financial issues on your mind? We can help, with customized banking, trust and investment products and services. We'll simplify your day-to-day finances so you have more time to focus on your practice and personal interests, take advantage of financial opportunities and gain greater confidence in your financial future.

For more information, contact the Private Client Group