Strategic legal counsel and day-to-day executive advisory

Corporate governance, entity structuring, and compliance oversight

Transaction negotiation, structuring, and contract management

Oversight and coordination of outside litigation counsel

Management of sensitive legal and reputational matters

Strategic growth initiatives and transaction execution

Deal sourcing, evaluation, and opportunity analysis

Debt, equity, and capital coordination

Oversight of key vendors, consultants, and service providers

Coordination among financial advisors, accountants, private bankers, and outside counsel

Risk management across business and investment affairs

Integrated oversight of business operations and investments

Real estate acquisition, disposition, financing, and development oversight

Joint venture structuring and investment partnership coordination

Operational oversight of closely held businesses and management teams

Executive-level guidance on complex business and investment decisions

Lease negotiation and commercial transaction oversight

Development project coordination and construction-related advisory

Capital stack coordination and lender negotiations

Strategic oversight of multi-entity ownership structures

Due diligence management for acquisitions, investments, and strategic transactions

Oversight of employment, executive compensation, and workforce-related matters

Coordination of cross-disciplinary legal, operational, tax, and financial initiatives

Crisis management and strategic response advisory

Trusted advisor services for founders, operators, and entrepreneurial families

Family office structuring and onboarding

Head-of-family-office services (CFO / COO / General Counsel)

Strategic oversight of family office operations and governance

Estate planning coordination and trust administration oversight

Trust formation, restructuring, and multigenerational planning coordination

IRS 706 estate tax filing oversight and administration

Family governance and intrafamily dispute resolution

Succession planning and next-generation mentorship

Wealth preservation and portfolio oversight

Coordination of trust-held investment and asset structures

Treasury, liquidity, and cash flow oversight

Bank, lender, and private credit coordination

Family bank creation and governance

Philanthropic foundation formation and compliance

Administration and oversight of closely held family entities

Coordination with financial advisors, CPAs, private bankers, and outside counsel

Oversight and management of outside litigation and specialty counsel

Liaison services among family members, advisors, and operating professionals

Personal attorney and day-to-day strategic counsel services for principals and family members

Oversight of personal legal, financial, and operational matters 

Management of sensitive family, reputational, and personal matters 

Oversight of divorce, family law, and separation-related matters 

Concierge-level coordination for complex personal and business affairs 

Oversight of personal real estate holdings and luxury assets 

Residential construction, renovation, and development oversight 

Coordination of private aviation, yacht, and specialty asset matters 

Vendor, household staff, and service provider coordination 

Insurance claim and risk management oversight 

Crisis management and rapid-response advisory for sensitive situations

Entity formation and organizational structuring (LLCs, corporations, partnerships)

Corporate governance and entity management

Operating agreements, bylaws, shareholder agreements, and governance documentation

Organizational restructuring and corporate cleanup matters

Buy-sell agreements and ownership transition planning

Mergers, acquisitions, and strategic transactions

Asset purchases, dispositions, and bulk sale transactions

Bankruptcy auction and distressed asset transactions

Joint venture, syndication, and investment structure formation

Contract negotiation, review, and transaction management

Strategic growth planning and business expansion advisory

Capital formation, debt, and financing coordination

Risk management and operational advisory

Executive-level business counsel and day-to-day strategic guidance

Corporate compliance and ongoing legal advisory

Tax-exempt and nonprofit entity formation (501(c)(3))

Coordination with accountants, lenders, investors, and outside advisors

Acquisition, disposition, and investment transaction oversight

Borrower-side and lender-side financing transactions

Syndicated, multi-party, and structured financing arrangements

Secured and unsecured lending structures

1031 exchanges and tax-advantaged investment structuring

Joint venture and real estate investment structuring

Commercial leasing, financing, and development transactions

Title review, due diligence, and transaction risk analysis

Real estate portfolio oversight and strategic asset management

Oversight of third-party property management operations

Property management company formation and operational structuring

Residential, commercial, and mixed-use development oversight

Infrastructure, entitlement, and land development coordination

Construction and project management advisory

Hard-money lending platform structuring and operational oversight

Lease drafting, negotiation, administration, and compliance

Debt sourcing, lender coordination, and capital stack management

Real estate operational and risk management advisory

Hiring, onboarding, and workforce compliance guidance

Executive employment, compensation, and incentive agreements

Workplace policies, employee handbooks, and compliance frameworks

Separation, transition, and severance agreements

Independent contractor structuring and classification guidance

Workforce strategy, employee relations, and risk mitigation

Wage-and-hour and California employment compliance advisory

Day-to-day employment counsel for business owners and leadership teams

Executive advisory and workplace risk management

Employment-related dispute oversight and strategic coordination

Arbitration, confidentiality, and restrictive covenant agreements

Human resources and operational compliance support

Coordination with HR professionals, consultants, and outside counsel