Ideal Client: Successful Growth Oriented Closely Held Middle Market Business that is either not ready for a full time General Counsel or needs high level supplementary assistance to existing General Counsel. 

Some or all of the following services:

• Strategic Legal Adviser to Ownership and Senior Executive Leadership Team
• Ongoing Business Risk Assessment & Response
• Coordinate and Supervise Other Outside Legal Counsel
• Assist in Commercial Insurance Review and Implementation
• Legal Support to HR Function – Hiring, Onboarding, Retention, Benefits, and Separation
• Legal Support to Tax Function – Strategic Tax Planning in Coordination with CFO and Outside Accountants
• Assist in Legal Policy and Forms Implementation and Utilization
• Vendor and Customer Contract Review and Negotiation
•  Mergers & Acquisitions Support 
  •  Buy-Side – Growth by Acquisition Strategy – Identification, Targeting, Execution, Integration
  •   Business Succession/Exit Planning – Internal, External, ESOP, Private Equity, IPO, Etc.
• Other Similar Services

Ideal Client: $250++ Million or Greater Financial Net Worth Family with either an established Single Family or Multi-Family Office Structure that is not yet ready for a full time General Counsel or needs high level supplementary assistance to existing General Counsel.

Some or all of the following services:

• Strategic Legal Adviser to Family
• Ongoing Risk Assessment & Response
• Coordinate and Supervise Other Outside Legal Counsel 
• Coordinate and Supervise Other Outside Advisers – Accountants, Investment Advisers, etc.
• Assist in Commercial & Personal Insurance Review and Implementation
•  Multi-Generational Estate Planning
• Family Governance and Strategy
• Wealth Transfer Planning
• Strategic Income and Transfer Tax Planning and Mitigation
• Asset Protection Planning
• Legal Support to HR Function – Hiring, Onboarding, Retention, Benefits and Separation
•  Assist in Legal Policy and Forms Implementation and Utilization
• Vendor Contract Review and Negotiation
• Investment Diligence and Execution – Business Acquisitions, Real Estate, Private Equity, Private Credit, Joint Ventures, Crypto, Etc.
• Other Similar Services

Ideal Client: Successful Growth Oriented Closely Held Middle Market Business that is either not ready for a full time General Counsel or needs high level supplementary assistance to existing General Counsel. 

Some or all of the following services:

• Strategic Legal Adviser to Ownership and Senior Executive Leadership Team
• Ongoing Business Risk Assessment & Response
• Coordinate and Supervise Other Outside Legal Counsel
• Assist in Commercial Insurance Review and Implementation
• Legal Support to HR Function – Hiring, Onboarding, Retention, Benefits, and Separation
• Legal Support to Tax Function – Strategic Tax Planning in Coordination with CFO and Outside Accountants
• Assist in Legal Policy and Forms Implementation and Utilization
• Vendor and Customer Contract Review and Negotiation
•  Mergers & Acquisitions Support 
  •  Buy-Side – Growth by Acquisition Strategy – Identification, Targeting, Execution, Integration
  •   Business Succession/Exit Planning – Internal, External, ESOP, Private Equity, IPO, Etc.
• Other Similar Services

Ideal Client: Financially successful individual or family in need of limited scope high level service rather than ongoing strategic advice.

Some or all of the following services:

• Estate Planning
• Income and Transfer Tax Planning and Mitigation
• Pre and Post Death Estate and Trust Administration
• Estate and Gift Tax Return Preparation and Audit Defense
• Asset Protection Planning
•  Business Succession Planning
•  Other Similar Service