Your Personal Go-To Legal Advisor
Legal protection for high-net-worth individuals and family offices...all for a fixed monthly fee.
Legal Concierge
We handle the legal so you can do more of what you love and spend more time with those you love.
Trusted Advisor
We serve as your personal attorney advisor looking out for you and your family.
One Point of Contact
We serve as the single point of contact for your personal business, financial and legal decisions, coordinating all of the professionals servicing your needs.
Comprehensive Legal Advisory Services for Successful Families
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.
With Traverse Concierge, we are able to:
Protect, leverage and help deploy your wealth for maximum impact.
Manage and maintain your legal entities, assets and reputation.
Keep your personal legal house in order.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.
Get In Touch With Us
Why Traverse Concierge?
Successful companies have a dedicated lawyer. Shouldn't successful individuals and families have one too?
Have a law firm on your side for deals and disputes.
Get legal advice as you take steps to secure, protect, preserve and maximize your wealth for you and your family.
You don't have to go it alone as you manage your success and wealth.
Round out your team of wealth, investment and tax advisors as well as financial and estate planners with a legal advisor.
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.
What You Get With Traverse Concierge
Legal Advisors from a National Law Firm
Same Day
Response Guarantee
Access to a Secure Online Client Management System
Key Document Repository
Fixed
Monthly Budget
Curated Legal Services
Loved By Our Customers
After helping us with the sale of our business, Traverse Concierge has helped my family and me with a wide array of matters. From real estate transactions to venture capital investments and other important matters, it’s nice to have Brian and his team looking out for my family and me.
Brian and his team have represented my family office and me since 2015. Whatever the matter, Brian is my first call.
Where You’ve Seen and Heard About Our Law Firm
About Traverse Concierge
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.
The Last Lawyer You'll Ever Have to Hire
Contact Us to See if Traverse Concierge is Right for You and Your Family
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.