Three Essential Investment Strategies Tailored to the Unique Challenges Facing Equity & Associate Law Partners

Your hard work, long hours and dedication have paid off.  

You’ve achieved financial success in your practice but you might not have the time or expertise to navigate today’s complex investment landscape.

Without the right insights, your wealth could be at risk during market downturns.

In this webinar, we will explore three essential investment strategies tailored to the unique challenges facing lawyers:

1. Unfavorable Market Dynamics during an Economic Downturn: 

• How to prepare for an economic downturn that impacts your practice and your investments at the same time.

2. Liquidity Risk: 

• Managing liquidity and your investments is far more complex when your wealth is tied to your practice..

3. Wealth Complexity Challenges Lawyers Encounter:

• Having multiple layers of  investments requires having a clear understanding of risks specific to members of the legal profession. 

As a former practicing lawyer, David Rosenthal and the Flagship Financial Partners team at UBS specialize in providing investment insights to Equity and Associate Partners, focusing on the unique financial nuances, challenges, and opportunities that successful lawyers face.