You or your family office wants an attorney to help you navigate your legal matters, including deals and disputes
You have legal needs that a wealth manager or financial advisor can not handle
You want your personal matters handled like a successful business
We handle the legal so you can do more of what you love and spend more time with those you love.
We serve as your personal attorney advisor looking out for you and your family.
We serve as the single point of contact for your personal business, financial and legal decisions, coordinating all of the professionals servicing your needs.
Traverse Concierge is trailblazing a new model by offering concierge legal services to meet the recurring needs of high-net-worth individuals and family offices for a fixed monthly price.
If you have ongoing legal needs and you’re interested in getting a fixed monthly quote to address those needs, please contact us using this form and we’ll reach out to schedule a conversation.
Successful companies have a dedicated lawyer. Shouldn't successful individuals and families have one too?
We are here to be your trusted advisor. One who cares deeply about you and your family. One that responds when contacted. And, ultimately, one who will factor in your goals, risk tolerances and life events in order to provide genuine legal advice and counsel.
Legal Advisors from a National Law Firm
Access to a Secure Online Client Management System
Key Document Repository
Curated Legal Services
Traverse Concierge is for successful founders and entrepreneurs, C-level executives, high-profile leaders, athletes, celebrities and influencers. We provide curated legal services to help high-net-worth individuals, ultra-high-net-worth-individuals and family offices secure, protect, preserve and maximize their first-time or generational wealth for long-lasting impact.
Since 2005, our national law firm with attorneys and legal professionals throughout the United States has helped countless high-net-worth individuals with their personal and business legal needs. We've helped to structure and close transactions of varied types and favorably resolve disputes involving a multitude of issues. When you and your family have legal needs, Traverse Concierge is here to help.
If you have ongoing legal needs and you're interested in getting a fixed monthly quote to address those needs, please contact us using this form and we'll reach out to schedule a conversation.