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Client Gifts · 10 min read

Client appreciation gifts for law firms, financial advisors and private banks

Law firms, advisory practices and private banks serve clients who expect different things, and they work under different rules. This guide takes each kind of firm in turn, with the rules to check and the gifts that suit its clients.

Embossed bridle leather coasters carrying the University of Notre Dame seal, held in a leather strap with a brass buckle
Embossed bridle leather coasters made for the University of Notre Dame, the kind of set that would sit just as well on a partner's desk.

Most lists of client appreciation gifts offer 25 ideas for any business, from mugs and snack boxes to a blanket with a logo on it. A partner at a law firm or an advisor with a book of families is thanking clients who expect more care than that. Private bankers are in the same position, and all of them work under rules that a general list never mentions.

This guide is organized by kind of firm. For the range of gifts we design for companies, see our luxury corporate gifts for clients.

Client gifts work best when they fit the firm

Each section below looks at the client and the rules before it gets to the gift. The table puts the 3 kinds of firm side by side.

The short answer

  • Choose a gift that lasts, and keep the firm's mark quiet.
  • Stay inside the rules for your industry and your client's.
  • Add a handwritten note from the person who knows the client.
Kind of firmWhat clients valueThe rule to checkA gift that fits
Law firmJudgment, discretion and a name that carries weightAmerican Bar Association Model Rules 1.8(e) and 7.2(b)(5), and your state bar's versionA brass paperweight or embossed leather coasters
Financial advisorTrust built over years, and an advisor who knows the familyFinancial Industry Regulatory Authority Rule 3220 and your firm's policyA merino throw or a leather travel set
Private bankPrivacy, continuity across generations, and things they cannot buyThe bank's own gift and anti-bribery policyA cashmere wrap, a devoré scarf or enamel cufflinks

5 rules apply to every client gift

Make it last

A gift that gets used every week keeps the relationship in view. Choose something made well enough to keep for years, in leather, brass, silk or wool, from makers who know the material.

Keep the mark quiet

Senior clients rarely want to carry a logo around. On bridle leather a crest can be blind-embossed with no foil, as on the notebook cover below. A devoré scarf shows its pattern only against the light, and a tie can keep the firm's colors for the tipping in its lining.

Navy leather notebook cover with a name blind-embossed on the front, beside its presentation box and a printed notecard of thanks
A leather notebook cover with the name blind-embossed, so it shows only as a shadow in the leather, presented with a printed notecard.

Check the client's own gift policy

Many companies cap what their people can accept, and general counsel often work under their own company's policy. A word with your contact's assistant before you send anything can save an awkward return.

Choose something they could not buy

Wealthy clients can buy almost anything, so a gift drawn for your firm alone and sold in no shop has a better chance of being something they do not already own.

Tier the list and write the note

Give a keepsake to the top tier and a smaller piece in the same colors to everyone else, and have each gift carry a handwritten line from the person who knows the client.

There is also a rule on your own side of the gift. A business can deduct no more than $25 per recipient per year for business gifts, as Internal Revenue Service Publication 463 sets out, so confirm the treatment with your own tax advisor. Our guide to whether client gifts are tax deductible works through an example.

Law firm clients value judgment and discretion

Law firm clients expect discretion

Law firm relationships run through long matters and confidential work, and clients choose a firm whose name carries weight. A gift from the firm should be as discreet as its work and well enough made to last, which rules out most novelty items.

The bar rules limit gifts to referral sources

Under the American Bar Association's Model Rules, 2 limits matter most. Rule 1.8(e) bars a lawyer from giving financial assistance to a client in connection with pending or contemplated litigation, so a gift to a client in an active case needs care. And Rule 7.2(b)(5) allows only nominal gifts as thanks to people who recommend the lawyer, never as payment for future referrals. Each state adopts its own version of these rules, so check your state bar before you send anything.

A paperweight or leather set suits a law firm

A brass paperweight

A Brass Paperweight starts from $58. It is hand-forged and engraved with the firm's crest, and it should outlast the career of whoever keeps it on their desk.

Embossed leather coasters

Embossed Leather Coasters start from $35, in English bridle leather, blind-embossed and stitched by hand. Browse leather coasters, card holders and luggage tags in the catalog.

A woven club tie

A Woven Club Tie starts from $55, with the firm's stripe and emblem carried through the weave, for a partners' dinner or the firm's anniversary.

For referral sources, keep to a small token, such as a Lapel Pin from $15 or a Luggage Tag from $28, and decide with your own ethics counsel whether it is nominal under your state's rule.

Columbia University paperweight for The 1754 Society, handmade in gilt metal wire thread on navy and pale blue
A gilt wire paperweight for Columbia University's 1754 Society, made to sit on a desk.

Financial advisory clients value trust built over years

Advisory clients expect to be known

An advisory relationship often runs for decades and passes down a generation. The moments that matter tend to be family ones, like a retirement or the sale of a business. Clients stay with an advisor who knows the whole family, and a well-chosen gift can show that you do.

The gifts rule now reaches $300

The Financial Industry Regulatory Authority raised its gifts limit from $100 to $300 per person per year, effective March 30, 2026, as Regulatory Notice 26-05 explains. Rule 3220 covers gifts to people at other firms given in relation to their employer's business, and the amended rule states that it does not apply to gifts to individual retail customers. Your firm's own policy still applies, and gifts covered by the rule must be recorded. The rule is written for member firms and the people associated with them, so ask your compliance team which limits apply to your practice.

A throw or leather travel set suits an advisory practice

A merino throw for the household

A Merino Throw starts from $88, woven in the firm's colors. It is as much for the client's home and family as for the client.

Leather for clients who travel

A Luggage Tag starts from $28 and a Card Holder from $32. MIT Sloan's leather passport holder and luggage tag, made for the School's top donors, are a good example of the pairing.

A Saxony wool scarf

A Saxony Wool Scarf starts from $58, woven on the looms that make the scarlet cloth for the Guards' uniforms at Buckingham Palace.

MIT Sloan School of Management embossed leather passport holder and luggage tag
The embossed leather passport holder and luggage tag made for MIT Sloan's top donors.

Tier the book the same way. The top tier receives the throw or the leather set, and the wider list a smaller piece, such as a card holder, in the same colors.

Cornell University Saxony wool scarf in red, gray and white beside its branded presentation box and notecards
A Saxony wool scarf with its presentation box and notecards, made for Cornell University.

Private bank clients value privacy and things they cannot buy

Private bank clients expect privacy

A private bank's clients value privacy and quiet service, and their relationship with the bank often passes from one generation to the next. Because they can buy almost anything, a gift nobody else can buy means more to them than its price, and a visible logo puts them off. J.P. Morgan Private Bank is among the corporations and private clubs we have made gifts for.

Bank policy sets the limits

Banks set their own gift and anti-bribery policies, and gifts to clients who hold public office need extra care. Check with your compliance team before the list is final.

Scarves and enamel cufflinks suit a private bank

A cashmere wrap or a silk pashmina set

A Cashmere Wrap & Pashmina starts from $95, in the finest Scottish cashmere, and a Silk Pashmina Gift Set from $90, a silk and wool blend hand-wrapped in a foil-embossed box. Browse cashmere and silk scarves.

A devoré scarf

A Devoré Scarf starts from $72. The pattern is burned into the cloth itself, so it shows against the light.

Enamel cufflinks or a silk tie

Enamel Cufflinks start from $45 with a small emblem set in enamel, and a Bespoke Silk Tie from $48 can carry custom tipping in its lining. Our guide to custom cufflinks shows how a crest becomes a pair.

Orange devoré scarf with a scrolling burnout pattern in the cloth Columbia University cufflinks in silver-toned metal and pale blue enamel, one with a lion's head and one with a C and crown
A devoré scarf whose pattern shows against the light, and enamel cufflinks drawn from campus details for Columbia University.

Our guarantee matters most to this kind of client: every bespoke gift we create is exclusive to the client who commissions it and never available for purchase by others.

The best moment is often outside December

Most client gifts go out in December, when they compete with every other card and basket. We would rather send one at a moment that belongs to the relationship, such as the close of a matter, a client's retirement or a family event. The anniversary of the relationship works too, as does the annual review or a client dinner, and a gift sent at one of those times usually arrives on its own. If December is still your season, our guide to holiday gifts for clients covers the timing.

A bespoke client gift takes 8 to 16 weeks

Emma designs each gift around the firm's colors and crest. She starts with hand-drawn sketches, and samples are made for your approval. The gift itself is made in Britain by mills and a foundry that hold Royal Warrants, then arrives in a presentation box branded for your firm, with a notecard that carries its provenance. Most projects take 8 to 16 weeks, and our process page explains how a Harris Made project runs.

Our requested minimum is 125 per design, so 1 design can serve every office of a firm. We partner with the Fair Labor Association, which matters to firms with supplier standards of their own. Read more about how British craftsmanship shapes each piece.

Emma Harris, designer and co-founder of Harris Made
Emma Harris designs each gift, hand-selects the materials and inspects every piece.
"We cannot thank you enough for the extraordinary heirloom-quality gifts that reflect our deep appreciation for our Benefactors. With your help, we have created unforgettable memories that they will carry with them and share within the Notre Dame community. Collaborating with you has been a true delight!" Jessica Reasons, The University of Notre Dame
"Harris Made designs are made with such precision, sophistication, and embody a rich story of tradition. They are the perfect recognition gifts for our most loyal alumni and friends." Emily Abrahamson, Donor Engagement, University of Chicago

Harris Made designs client gifts for firms

We have made 585 bespoke projects for over 300 institutional clients, each drawn from scratch and kept exclusive to the client who commissioned it. Our corporate gifts for clients and executives page shows what we make for firms, and you can read the client stories behind it. When you know who you want to thank, start a project.

Frequently asked questions

What is a good gift to give to a client?

Something lasting and well made that the client would not buy for themselves, with the firm's mark kept quiet and a handwritten note. For a law firm we would suggest a paperweight. An advisory practice might send a merino throw for the client's home, and a private bank a cashmere wrap.

How much can a financial advisor spend on a client gift?

Financial Industry Regulatory Authority Rule 3220 allows $300 per person per year for gifts to people at other firms given in relation to their employer's business, and the amended rule does not apply to gifts to individual retail customers. Your firm's own policy still applies, so check with your compliance team.

Can lawyers give gifts to clients?

Yes, within limits. Under the American Bar Association Model Rules, a lawyer may not give financial assistance to a client in pending or contemplated litigation, and thank-you gifts to people who recommend the lawyer must be nominal. State rules vary, so check your own state bar.

Should every client get the same gift?

Tier the list instead. Give a bespoke keepsake to the top tier and a smaller piece in the same colors to everyone else.

When should you send client appreciation gifts?

At moments that belong to the relationship, such as the close of a matter, a relationship anniversary, a retirement or the annual review. December is crowded, so a gift at another time stands out.

Are client appreciation gifts tax deductible?

Up to $25 per recipient per year under Internal Revenue Service rules, with some exceptions. Read Publication 463 and confirm with your own tax advisor.


Related reading


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