We provide estate planning services for people who are experts at something else.
You’re the expert at what you do. We’re the experts at providing you with the estate planning care you need to protect your legacy.
We meet you where you’re at with a range of estate planning services to secure your legacy, care for your loved ones, and protect your generational wealth.
We do our best work with:
Business owners planning for a liquidity event
First-generation wealth creators seeking guidance on tax-efficient wealth transfer strategies
Wealthy families seeking to coordinate planning among multiple generations
Our Services Include:
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Planning for Founders
As a founder, you have special challenges (and tax considerations) when it comes to planning around your most important financial asset: your company. With decades of experience working with tech founders in San Francisco and Silicon Valley, our attorneys have a wealth of hands-on experience in creating the most advantageous legal set-up for founders—one that protects your business, your loved ones, and your legacy long after you’re gone.
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Wealth Transfer Strategies
For those ready to transfer assets to their loved ones during their lifetime, we will listen to your goals and advise you on the most tax-efficient way to achieve your goals.
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Ongoing Legal Counsel
We serve as an integral part of the family office for a limited number of families. We meet regularly with family members and their advisors to proactively coordinate planning across multiple generations and provide ongoing guidance on tax planning and trust governance.