Protect. Grow. Steward.
— All Under One Roof.
Our Wealth Attorneys™ help high-net-worth individuals, families, and business owners preserve their wealth, reduce taxes, and create lasting legacies through integrated legal, tax, and wealth strategies.
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Why a Wealth Attorney™?
Most attorneys focus on the law. Most advisors focus on money. A Wealth Attorney™ masters both. This unique approach means your wealth is not just managed—it’s fortified, tax-optimized, and designed to last for generations.
Our Services
We specialize in sophisticated strategies for wealth preservation and transfer, including:
Tax Strategy
Strategic Exit and Tax Planning
Charitable Remainder Trusts (CRAT/CRUT)
453 Trusts
Structured Installment Sales
Deferred Sales Trusts
1031 Exchanges
Asset Protection
Universal Asset Protection Trusts (Offshore)
Spousal Lifetime Access Trusts (SLAT)
Domestic Asset Protection Trusts (DAPT)
Limited Partnerships
Anonymous Land Trusts
Legacy Planning
CryptoDynasty™ Trusts
Revocable Living Trusts (RLT)
Living Wills
Pour-Over Wills
Durable Power of Attorney (Financial)
Wealth Management
Wealth Planning
Risk Protection
Tax Strategy
Income Guarantees
Legacy Design
Business
Entity Architecture and Formation
Strategic Transactions and Exit Planning
Intellectual Property
Public Company Readiness
Governance and Risk Management
Real Estate
Privacy Protection and Continuity
Property Ownership and Structuring
Strategic Acquisitions and Dispositions
Why
We specialize in sophisticated strategies for wealth preservation and transfer, including:
Proven Expertise
Led by attorneys and financial strategists with a track record in billion-dollar deals.
Integrated Approach
Legal, tax, and wealth strategies aligned under one plan.
Exclusive Clientele
We serve a select group to ensure discretion and personalized attention.
Our Proven Process
A systematic approach to protecting and growing your wealth through strategic planning and execution.
Private Consultation
Comprehensive analysis of your current financial position, goals, and risk factors.
Strategic Design
Tailored wealth protection and growth strategy designed specifically for your situation.
Ongoing Stewardship
Execute your plan and provide ongoing monitoring and adjustments as needed.
SEEN in:
Ready to protect and grow your wealth?
Exclusive consultation reserved for qualified prospects only. We select our clients as carefully as they select us.
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