Private Wealth

Legal Specialty Group

Legal professionals have complex business and financial needs that extend beyond the typical banking relationship. The Legal Specialty Group provides access to tailored financial solutions designed specifically to help meet the unique needs of the world’s largest law firms and their attorneys.

Offered through Wells Fargo Bank, N.A.

Business solutions for law firms

Years of hands-on involvement with many of the nation’s most successful law firms has given the Legal Specialty Group a distinct perspective on law firm finances. From simple daily transactions to complex investment decisions, our team’s deep industry knowledge and commitment to personalized service can help build and preserve your firm’s financial foundation.

A team built for your firm

A Legal Specialty Group relationship manager serves as a key strategic resource for your firm, coordinating a team of Wells Fargo specialists to help meet your specific needs of your law firm and attorneys.

Industry research

The Legal Specialty Group’s Comparative Analytical Tool (CAT) uses proprietary methodology to compile law firm data, including billable hours, compensation, expense, and headcount. Quarterly and annual CAT reports are available exclusively to participating clients, providing an extensive, insightful industry narrative to help you:

Adopt best practice revenue drivers and expense management techniques
Meet your firm’s short-term and long-term financial goals
Compare your firm’s performance to peer firms

Services available to your firm

Your Legal Specialty Group relationship manager leads a team of specialists who provide:

Comprehensive credit services
Deposit services
Settlement fund services

For more complex needs, we work with partners across Wells Fargo Bank, N.A. to provide:

Treasury Management¹
Equipment Financing²
Foreign exchange services³

Wealth solutions for attorneys

Legal professionals face unique challenges. Having a knowledgeable, experienced relationship manager is a critical part of your financial success.

A team designed around you

Your relationship manager will lead a team of professionals based on your unique needs across wealth planning, private banking, investment management, trust, credit, and integrated wealth management services. This personalized approach — backed by the full depth and breadth of Wells Fargo & Company — takes into account your goals, assets, and needs to create an integrated wealth plan, including your :

Personal and family wealth goals
Preferred approach to investing and tolerance for market fluctuations
Retirement income objectives
Charitable interests and philanthropic giving
Tax liabilities⁴
Vision for your legacy

Services available through Wells Fargo Bank, N.A.

Services available through Wells Fargo Advisors

Brokerage Services⁵

Private Wealth insights

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Let’s connect

To learn more about Legal Specialty Group services, contact your relationship manager.

1. Deposit products offered by Wells Fargo Bank, N.A.
2. Wells Fargo Equipment Finance, Inc. offers aircraft and equipment financing through Wells Fargo Bank, N.A.
3. Futures trading, which is speculative and volatile and involves a high degree of risk, is only appropriate for the risk capital portion of a portfolio.
4. Wells Fargo & Company and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.
5. Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.