Corporate · Law Firms
Advisory Built for the Way Law Firms Actually Operate
Law firms face a particular mix of pressures: partners in peak tax brackets, wealth tied up in the partnership itself, intense competition for talent, and continuity risk if a rainmaker leaves or becomes disabled.
Our view
Pacific Advisory Group reviews the firm’s structure, benefits, and risk, designs a coordinated strategy, and helps put it in place.
How PAG Helps
| Area | How PAG Helps |
|---|---|
| Partner tax strategy | Review of pre-tax deferral opportunities, including stacking a cash balance plan with 401(k) profit-sharing, coordinated with your CPA. |
| Talent retention & succession | Compensation structure review, key-attorney retention programs, and succession planning for rainmakers and senior partners. |
| Firm balance sheet | Debt refinancing and rate-sensitivity analysis, plus real estate strategy including 1031 exchanges, DST due diligence, and cost segregation. |
| Partners’ personal planning | Estate and asset-protection planning, including SLATs, GRATs, and ILITs, coordinated with your attorneys and CPAs. |
| Retirement & Executive Programs | Design and review of 401(k), cash balance, and profit-sharing plans; ERISA 3(21) and 3(38) fiduciary support; and executive programs such as bonus plans, deferred compensation, and buy-sell agreements. Implementation through our affiliates as needed. |
| Insurance & Employee Benefits | Needs analysis and program design for group health, life, and disability coverage, including business overhead expense where applicable, and related employee benefits. Placement is available through our affiliate Pacific Risk Management Group. |
| Transactions | Valuation, deal evaluation, pre-transaction planning, and transaction support. |
| Corporate Investment Strategy | Portfolio design for surplus cash and reserves, from low-risk, interest-bearing positions to growth-oriented accounts, separate from retirement plans. Management is available through our affiliate The Pacific Group. |
Let’s Talk About What’s Next
Start with a confidential conversation. We’ll review where you are, show you your options, and you decide what comes next.
Schedule a Confidential Consultation
Pacific Advisory Group, LLC (310) 807-0140