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Wealth Planning
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PETER HOLLAND |
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"Our relationship with Duane Morris goes back a long way, and it's founded on mutual respect and admiration. One of the things we like most about the firm and its lawyers is their clear caring for clients. They are technically very savvy and very responsive, but the hallmark of their service is how they approach relationships with our mutual clients. Everything about the wealth management business is intensely personal: The issues can be difficult, decisions can be put off, inertia can set in . . . but the attorneys at Duane Morris help our clients cut through all that and make the tough decisions to achieve their goals. Our relationship with Duane Morris extends to our own business as well. One of the key initiatives at RegentAtlantic is to build our reputation as a go-to firm for women in the financial services industry, which is also an objective for Duane Morris; as a result, we've been able to collaborate on some interesting and very productive programs. When you add it all up, This firm has been a great partner for us." JANE NEWTON, CFP® |
"The relationship we have with our Duane Morris lawyer is long and deep. Where we might use other firms for a specific purpose, we go to Duane Morris for their understanding of our entire organization. As a private investment firm, we rely on Duane Morris for BUSINESS INSIGHT AS WELL AS THEIR LEGAL ADVICE. Best from our perspective is the way we work with the firm. While there's never any question about strong advocacy when required, Duane Morris brings a calm, understated approach to our deeply personal business. This firm is easy to work with."
