Legal Specialty Group

The Wells Fargo Legal Specialty Group is dedicated to serving the unique financial needs of the legal profession. Whether you need access to cash management for the firm, a partner capital loan program, or other financial solutions, our team of specialists provides the knowledge and personal attention necessary to help meet the financial needs of both law firms and attorneys.

Through in-depth, hands-on experience working with America's largest and most successful law firms, the Legal Specialty Group can help you:

  • Benchmark your firm’s financials against similar organizations in your peer group
  • Access cash management and credit services
  • Provide your clients with additional insights that will help set your firm apart from the competition and keep clients loyal to your practice

The Comparative Analytical Tool (CAT)

Leading law firms nationwide participate in our survey and share their data, giving us perspective and insight into the legal industry. CAT can help you learn more about best practices, compare your firm with others in the industry, and pursue opportunities for improvement.

Credit services

Our tailored credit products provide you with convenient access to working capital, acquisition financing, infrastructure financing, and letters of credit. Additional product choices include reserve lines of credit, capital loans, residential lending, and liquidity financing.

Wealth management solutions

We’re here to help your firm and your clients in achieving their financial goals. Our comprehensive range of products and services are tailored to fit your needs, and include access to:

  • Cash management
  • Global treasury management
  • Client fund management
  • Equipment leasing
  • Foreign exchange
  • Settlement
  • Insurance
  • Retirement
  • Wealth planning
  • Estate settlement
  • Personal trust services

Working in a demanding profession can make it challenging to focus on your own finances. When you choose financial solutions from Wells Fargo Private Bank, you’ll have access to a team of experienced professionals working together to support and guide your personal financial goals.

Cash management services

Enjoy access to specialized services and tools to help manage day-to-day banking needs, including a consolidated view of your financial portfolio, certificates of deposit, online banking, and bill pay. You also have access to The Private Bank By Invitation® Visa Signature® credit card with no pre-set spending limit, a valuable rewards program, and unique travel and shopping privileges.

Partner credit services

We recognize that law firm partners have special credit needs due to contributions of capital, tax payments, and uneven income streams. To help meet those needs, we provide customized credit products such as Partner Reserve lines of credit or Partner Capital loans.

Private mortgage banking services

Access jumbo and conforming mortgages to purchase or refinance primary or secondary residences, as well as home equity lines of credit to take advantage of equity accumulated in your home.

Integrated wealth management

Choose from online banking, investments, insurance, wealth planning, estate services and personal trust solutions. Your private banker takes the time to understand your needs and provides a single point of contact for the wide range of services and products Wells Fargo offers.

How can our Legal Specialty Group benefit your law practice or law firm? Connect With Us
Optimizing cash flow

Opportunities such as strategic investments may require you to generate liquidity quickly. Learn more about using credit strategies to help meet unexpected cash flow needs.

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