Lawyers

We would never

go up against you in an argument, but we would love to help you to strengthen your financial plan.
If you are interested in learning about risk management for law firms, need assistance understanding partnerships, or are concerned about solely contractual benefits, please contact us.

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“My investment returns have consistently beat their respective benchmarks.”

-- Mr. Bilal Haffejee

“The efficiency, honesty, and level of detail of the Dharnas is unmatched.”

-- Mr. Chani Luthra

If you are a smaller firm, setting up quality life

insurance and succession plans can ensure your legacy lives on.

Though lawyers often feel they can act as their own financial planners, remember that the success rate of those who act as their own lawyers remains low. Seeking the advice of a wealth management advisor is the best way to grow your practice.

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