Tom Headshot

 

 

 

 

 

 

 

 
Rockville, Maryland
Columbia, Maryland
Phone: (301) 468-3220
Fax: (301) 468-3255
Email: tom@altmanassociates.net

Tom Conway, Esq. – 
Attorney of Counsel

Tom has been associated with Altman & Associates since 2009.  After graduating from The University of Maryland School of Law in 1984, Tom spent over a decade as a successful trial attorney. He then shifted to another successful career, serving for more than a decade as a senior private banker and financial consultant with several leading global financial institutions.

Tom is currently the President and Founder of Connemara Family Office Management, LLC, a boutique advisory firm specializing in outsourced family office management, coordination, and oversight services. Tom’s unique background and combined skill sets in law, finance, and investment and trust management make him an effective and tireless advocate in protecting clients’ best interests.

Areas of Practice

  • Trusts and Estates
  • Powers of Attorney and Advanced Medical Directives
  • IRA Rollovers & Beneficiary Designations
  • Gifting Techniques
  • Wills
  • Trust Law
  • Banking, Insurance, Investment Management & Trust Review
  • Banking, Credit, and Investment Management & Trust Representation
  • Business Succession Planning
  • Philanthropy
  • Trust, Estate, and Investment Management Litigation
  • International Legal, Tax, and Financial Advisory & Coordination
  • Family Office Management and Oversight
  • Personal Information Management Consulting

Certification/Specialties

  • CERTIFIED FINANCIAL PLANNER™ professional (1996)

Bar Admission

  • Maryland, 1985
  • District of Columbia, 1987

Education

  • University of Maryland School of Law, Baltimore, Maryland 1984, J.D.
  • Lawrence University, Appleton, Wisconsin 1981, B.A.

Professional Associations and Memberships

  • American Bar Association
  • Maryland State Bar Association
  • District of Columbia Bar Association
  • Montgomery County Bar Association
  • District of Columbia Estate Planning Council
  • Northern Virginia Estate Planning Council
  • National Association of Elder Law Attorneys
  • Financial Planning Association
  • Garrett Planning Network
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