Have A Default or Uncontested Divorce? Check Out Our Divorce It Yourself (DIY) Program. Click Here.
Have A Default or Uncontested Divorce? Check Out Our Divorce It Yourself (DIY) Program. Click Here.
Our attorneys and advisors have in-depth knowledge of family law and financial planning, ensuring a holistic approach to your family's needs. Our attorneys come equipped with financial and business backgrounds, along with experience in family law, civil law, business law, real estate law, etc. Additionally, our rolodex of unparalleled resources are available when needed, allowing for to serve your family
We develop strategies that align with your family’s values, goals, and legacy, for generations to come. We offer no “cookie cutter” suggestions, and specially analyze your family’s current position to best get you to your family’s goals.
We prioritize confidentiality and provide dedicated attention to every client. Attorney-client privilege would attach, allowing for there to be discreet and confidential discussions.
From managing trusts to resolving disputes, our team has a track record of effective, client-focused outcomes. We strive to serve and legally protect, and our years in service and several hundred happy clients show that.
We serve high-net-worth families or individuals with diverse assets and complex needs. These services include legal structuring for trusts and estates, tax planning, wealth preservation, and succession planning. Our team collaborates with financial advisors, accountants, and other professionals to provide an integrated solution.
If your family is navigating wealth management challenges, needs support with legal and financial planning, or requires assistance coordinating multi-generational interests, a family office may be the right solution. Our firm specializes in establishing and managing family office structures that align with California laws and regulations, ensuring your family’s interests are protected.
Assisting you, legally and financially when it comes to handling several or complex business and investment interests.
Maintaining and coordinating any legal disputes and proactively positioning your or family to avoid any further legal disputes.
Crafting tailored strategies for wealth transfer and asset protection.
Developing comprehensive plans for leadership transitions within family businesses or assets.
Addressing disputes with a focus on preserving family harmony.
Collaborating with financial advisors to oversee investments and ensure alignment with family goals.