—— WHO WE ARE ——


In short, we run our firm in the same way our clients run their businesses.

We aim to be your source of expertise for all estate and business planning needs. Much of our work is accomplished with traditional structures such as trusts, wills, limited liability companies, family limited partnerships, assistance with mergers and acquisitions and non-profit foundations. As part of helping our clients with their planning, we also oversee business transactions, real estate purchases and sales, illiquid investments, startup company structuring, assistance with the probate process and the estate administration of decedent estates and certain international transactions.

Our goal is help maximize and preserve your family’s wealth. We aim to simplify and streamline the planning process by communicating effectively with clients and providing excellent service. We work with executives, professionals, small business owners, athletes and young families to make sure that our clients and their assets have the best possible plan.


  • Living Trusts
  • Wills
  • Simple and Series LLC
  • Family Limited Partnerships
  • Assistance with Mergers and Acquisitions
  • Non-profit Foundations
  • Oversee Business Transactions
  • Real Estate Purchases and Sales
  • Startup Business Structuring
  • Probates
  • Estate Administration of Decedent Estates


  • Entrepreneurs
  • Executives
  • Professional
  • Small Business Owners
  • Athletes
  • Young Families
  • Real Estate Investors
  • Angel Investors
  • Ranchers
  • CPA Groups
  • Technology Industry
  • Advertising and marketing