Founders & Professionals
Concentrated equity. Operating companies. Personal guarantees. Succession risk.
We design estate structures aligned with business continuity, liquidity strategy, and governance discipline. Coordination with tax advisors and operating counsel is standard.
Services include:
Trust architecture for concentrated holdings;
Business succession planning;
Liquidity, transfer, & gift coordination;
Fiduciary contingency designs; and
Personally tailored services.
Professional Athletes
Services include:
Estate planning specific for short-burst income years;
Asset protection vehicles with foundational giving preserved;
Fiduciary contingency designs; and
Advisor and other professional coordination
Compressed earning windows. Public visibility. Cross-jurisdictional exposure.
We structure estate plans for individuals whose wealth arrives quickly and requires disciplined oversight, asset protection, and coordinated advisory execution.
Advisors & Family Enterprises
We function as a private legal consultant for advisory firms and multi-generational families requiring education and understanding of specific structural components available in various estate planning vehicles. To be clear, this is education and consulting. Risk mitigation
Services include:
Document review and structural validation;
Fiduciary risk assessment;
Governance framework design;
Private advisor briefings and coordination

