Global Elite law firm partners

A unique career arc; a unique financial situation

Making the complex clear

Becoming law firm partner is a professional highlight rarely achieved, and it’s not one that happens by accident. You earned your current seat – and the financial rewards that come with it – with years or decades of professional growth. But as your career has matured, so has your financial situation, quietly morphing into something far bigger and more complex than when you began.

Reduce stress. Regain time. Realise higher returns

As a Partner, you find yourself in the midst of a unique ‘wealth accumulation window’. Given the demanding nature of your job, it’s statistically unlikely you’ll remain in the grind until ‘normal’ retirement age.

There's a reason why globally connected law Partners come to us for help optimising their finances. No-one understands the unique financial planning implications you face like we do. If you’re still managing things the way you did as a Senior Associate, your plan is likely incomplete. With some targeted efforts, you can address any gaps, significantly optimise your future wealth arc, and maximise the value of your professional accomplishments.

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You've outgrown basic financial advice

The standard financial rules-of-thumb, online calculators, and tips from family simply don’t apply to you. Yet developing a carefully considered and thoughtful plan is vital at this exact stage of your career and life. You need financial life management - the comprehensive delivery of wise counsel, akin to a personal CFO to you, the CEO of your life.

Whatever stage you're at in your financial journey, our process has been designed to place you in a position of strength – where your financial affairs are aligned with your life goals; your tax implications are expertly addressed; your portfolio is built using Nobel prize-winning investment theory.

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The 7 financial decisions you need to make

While each person’s financial situation is unique, certain commonalities exist amongst those sharing these prestigious employers.

This whitepaper identifies those shared attributes and provides advice regarding their financial life management implications.

The one reliable route to the future you want

The most frequent question we hear from Partners is: “When can I retire?” Or, more exactly, “When will I have saved enough that I can choose to continue working but don’t need to?”

The right way to answer this question is to use financial planning software to model your family’s net worth from now until the end of your life, accounting for all expected inflows, outflows, investment returns, and tax rates.

But before we crunch a single number, we listen - to what motivates you, what worries you, where you are now and where you want to be. Understanding who you are and what you want from life means we can build you a tailored, intelligent financial Life Strategy.

Book a Discovery Call

Great financial life management is like an iceberg, with most of the real story happening below the surface. There are much deeper conversations to be had. AES advocates strongly for a well-planned, intentional, and flourishing future for all the law firm Partners we serve. Book a no-obligation, no-commitment chat today.

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The information in this material is intended for the recipient’s background information and use only. It is provided in good faith and without any warranty or, representation as to accuracy or completeness. Information and opinions presented in this material have been obtained or derived from sources believed by AES to be reliable and AES has reasonable grounds to believe that all factual information herein is true as at the date of issue. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. It is the responsibility of any persons wishing to make a purchase to inform themselves of and observe all applicable laws and regulations. Unauthorised reproduction or transmitting of this material is strictly prohibited. AES accepts no responsibility for loss arising from the use of the information contained herein.

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Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investment, when redeemed, may be worth more or less than the capital invested. Past performance is not a guarantee of future results. There is no guarantee strategies will be successful. For further information, please click here.