Financial Legal Services
Connemara's President and Founder, Thomas B. Conway, is a financial attorney with the estate, legacy, and business planning firm of Altman & Associates in Rockville, Maryland (MD). Conway practices financial law in Maryland (MD) and Washington, DC. All actual financial legal work performed by Mr. Conway for Connemara clients is done by separate retainer agreement with Altman & Associates. Mr. Conway drafts financial legal documents and provides financial legal counseling regarding a wide variety documents relating to personal finance, business and financial investments.
As a financial attorney and former senior private banker, Mr. Conway prepares financial legal documents and provides financial advising services on a number of financial planning 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 financial legal background and skill set as part of his ongoing review and analysis of its clients' ever-changing personal financial investments 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. If you are in Maryland (MD), Washington, DC or Virginia (VA), let Connemara Family Office Management and Mr. Conway help guide you and serve as your advocate in all of your financial needs.
