Advocating For Those With Significant Wealth
We Preserve Your Legacy
Across Generations
You didn’t just build wealth—you built opportunity, security, and a future for your family.
But with more at stake comes more complexity: taxes, family dynamics, business succession, and protecting what you’ve earned from erosion or dispute.
We help $10M+ families and founders preserve what matters most—so your wealth serves its purpose, across generations.
Our Law Firm
Our Fixed Fee Legal Concierge Services
Trusts & Estates
Our estate planning attorneys are driven by your objectives, not ours. We walk you every step of the way as you plan and execute the administration of your trust. We protect your wealth by educating your heirs and simplifying what others complicate.
Business
We help closely held businesses plan for transitions and engage in transactions with the familiarity and expertise of an in-house general counsel on an as needed basis. We remain industry agnostic.
Real Estate Holdings
Our attorneys can concierge you through what is best for your situation for the following issues:
- The federal estate tax exemption is set to sunset in 2026, potentially dropping from ~$13M to ~$6M per individual.
- Many California UHNW families have illiquid wealth tied in real estate, especially in high-value areas like LA, SF, and Orange County.
- California does not have an estate tax, but its high income tax and capital gains tax significantly impact wealth accumulation and asset liquidation strategies.
- Cross-border marriages, global real estate, or offshore accounts bring conflicting jurisdictional issues.
- Remarriages, stepchildren, and late-in-life partnerships introduce conflict potential in inheritance allocations.
Business Matters
Testimonials
Charities We Support
We dedicate pro bono time, volunteer services, and a percentage of our gross revenue to these organizations. In 2023, we sponsored a refugee family of five to come to the United States and start a new life.
Each year our law firm decides as a group which charities to assist with our time, money, and expertise. Please feel free to click on any of the charities below and make a donation of your own.
