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LEGAL SERVICES
Connemara's President and Founder, Thomas B. Conway, is an attorney with the estate, legacy, and business planning firm of Altman & Associates (www.altmanassociates.net) in Rockville, Maryland. He practices law in Maryland and the District of Columbia. All actual legal work performed by Mr. Conway for Connemara clients is done by separate retainer agreement with Altman & Associates. Mr. Conway drafts documents and provides legal counsel regarding a wide variety documents relating to personal finance, business, and investments.
As a practicing attorney and former senior private banker, Mr. Conway prepares legal documents and advises on a number of topics, including, but not limited to:
- Retirement planning, including IRAs and beneficiary designations
- Estate planning, including wills, trusts, and powers of attorney
- Business succession planning
- Legacy and philanthropic planning
- Trust and investment management
- Personal banking and credit
- Brokerage and insurance
- Personal information and document management
Mr. Conway regularly and vigorously negotiates and advocates on behalf of his clients' various financial interests. He uses his legal background and skill set as part of his ongoing review and analysis of its clients' ever-changing personal financial holdings and objectives. Areas of negotiation include, but are not limited to:
- Bank Fees
- Terms and Structure of Loans and Lines of Credit
- Investment Management Fees
- Life Insurance Terms and Structure
- Property & Casualty Coverage and Claims
- Health Insurance Coverage and Claims
Legal issues and issues relating to personal finance are often closely intertwined. Let Connemara and Mr. Conway help guide you and serve as your advocate in these important areas.
We offer:
Family Office Services
Legal Services
Financial Planning and Investment Advisory Services
Specialty/International Services