Services

We Can Help You and Your Family.

Our lawyers provide services ranging from entity formation and maintenance to investment due diligence to contract management, governance and compliance.

How We Can Help

Legal Counsel: Our national law firm provides attorneys and legal professionals that fit you and your family’s legal needs and budget.
Technology Solutions: Let us share how we have used numerous software tools to manage the exchange of information and documents, docket key dates and monitor wealth-related agreements and activities.
Trusted Referrals: If we can’t handle your matter, we will help identify advisors within our trusted network.

What We Do

We provide legal counsel to you and your family on an as needed basis. We curate an engagement to fit your needs and budget. We then work at your direction or that of your family office or other advisors. Whatever legal support you need, we can provide it all while you only pay for the resources and services you need, when you need them.

Counseling
Entity Formation, Management and Maintenance (including SPVs)
Investment Due Diligence, including VC, PE, Hedge and Real Estate
Commercial Transactions
Asset Purchases, including Real Estate and special assets
Contracts and Contract Management
Governance
Compliance
Dispute Resolution

Right of Publicity, including Name/Image/Likeness
Intellectual Property (Patents, Trademarks, Copyrights, Trade Secrets)
Reputation Management
Staff, Labor and Employment
Philanthropy
Mergers and Acquisitions

Representative Legal Services

Our competencies cover a wide range of issues but here are some examples of the areas where we have been able to help our clients solve their legal needs:

Create and maintain entity structure chart and handle all governance of same necessary to portfolio of investments for serial entrepreneur.
Perform investment due diligence on behalf of a family foundation and complete subscription process to select investments.
Form SPVs for athlete in furtherance of venture capital investments and review all contracts related to sponsorships and endorsements.
Manage the name/image/likeness and associated trademark rights for singer and actor.
Review all contracts for serial entrepreneur, ranging from Advisory Services Agreements to Venture Fund Partner Agreements.
Advise HNWI regarding resolution of real estate and partnership dispute.