Attorneys - BIP Wealth

Wealth Creation and Management for Attorneys

As an attorney, you’ve dedicated substantial time and effort into developing your career. BIP Wealth offers comprehensive wealth management services for today’s busy legal professionals, whether you’re an associate on the partner track or a senior partner planning for retirement. We can help create additional value for those billable hours through personalized investment strategies based on Nobel Prize-winning financial research and private-market opportunities.

Let us provide you with the concierge-level service that other successful attorneys enjoy. Our wealth-management services for legal professionals include:

Investment Management
- • Evidence-based public market investing
- • Low-cost, tax-efficient, custom strategies
Private Markets
- • Unique equity and debt opportunities
- • Access to innovation community
Financial Planning
- • Coordinated with portfolio strategy
- • Charitable and legacy planning
Tax Planning
- • Strategies to reduce taxes
- • Asset location and net investment returns

BIP Wealth

Wealth Creation and Management for Attorneys

Investment Management

Private Markets

Financial Planning

Tax Planning

Other Services We Offer:

Retirement Planning

Estate Planning

Cash Management

Insurance Analysis