Our corporate counsel has become a general counsel practice for many entrepreneurs. Our day-to-day availability to provide outsourced legal "as needed" has allowed our entrepreneurs to combine contracts, tax, entity formations, acquisitions, registrations, disputes and general counsel all "in-house".

Because we offer a full range of trust and estate administration services, we are also able to offer strategic planning on the front end to avoid speed bumps on the back end. Our Model Trust Structures date back to 2011 and offer an easy, but secure, entry point to planning.

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Services

Corporate Entities

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We represent family offices, technology companies, investment managers, marketing companies, real estate professionals, transportation companies, restauranteurs, artists and all types of entrepreneurs. Regardless of the industry or nature of trade, we make sure our corporate clients are property insured from day one.

Estate Planning

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Our estate planning process evolves with time, yet it has consistently been reviewed as "Simplified". For all clients, we recommend three core estate planning documents: (1) Will, (2) Financial Power of Attorney, and (3) Medical Directive. Some clients may also need or want to create a trust. We offer two ways to get started in creating the plan that is right for you: telephone call or in-office consultation.

Family Office Services

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In our world, every family is a business and all families are different. Some families have two members, and some have more but the practice of protecting every family is a business. We emphasize family leadership and the concept that every family needs a leader. Some clients are natural leaders, and some are forced to become leaders.

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