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LAW FIRMS

OUR WAY

INVESTMENT FUNDS

Contingency fee law firms have unique needs for deferred and incentive compensation. Their business is capital intensive, with a high risk/reward profile. Ethical prohibitions against fee sharing with non-lawyers and non-compete covenants limit a firm’s access to capital and their ability to retain key lawyers and valuable cases.

Since 2002, we have been helping law firms invest their fees pre-tax, tax-deferred. As a result, these firms have accumulated greater capital, invested in more cases, gained easier access to, and lowered the cost of, borrowing, and improved their retention of key lawyers and cases.

Case Studies

Here are real examples of how we have helped law firms achieve their financial goals.

Client Feedback

Nothing gratifies us as much as happy clients.

CaR® Trust

This section provides an overview of our patent pending technique that enables lawyers to invest fees pre-tax, tax-deferred in the investments of their choosing, held onshore by a US trustee.

Capital

Go here for a summary of the capital accumulation and borrowing advantages of investing pre-tax, tax-deferred.

Investment Flexibility

You can invest in most anything that can be valued.

Liquidity

The CaR® Trust maximizes liquidity.

Retention

We enable law firms to provide deferred bonus programs that help align, inspire and retain associates.

Calculator

Our calculator enables you to compare the CaR® Trust results to other alternatives.